Corient Private Wealth’s Stellus Capital Investment Corp SCM Stock Holding History

Corient Private Wealth’s Portfolio SCM Stock Details SCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	284,746 +29,267	+11%	+$268K	﹤0.01%	1275
2026 Q1	$2.35M	Sell	255,479 -25,687	-9%	-$286K	﹤0.01%	1177
2025 Q4	$3.57M	Buy	281,166 +7,066	+3%	+$86.7K	﹤0.01%	890
2025 Q3	$3.58M	Buy	274,100 +20,337	+8%	+$293K	0.01%	834
2025 Q2	$3.54M	Buy	253,763 +41,305	+19%	+$546K	﹤0.01%	812
2025 Q1	$2.97M	Buy	212,458 +40,991	+24%	+$594K	﹤0.01%	841
2024 Q4	$2.36M	Buy	171,467 +55,841	+48%	+$773K	﹤0.01%	930
2024 Q3	$1.58M	Buy	115,626 +48,042	+71%	+$666K	﹤0.01%	1206
2024 Q2	$928K	Buy	67,584 +12,338	+22%	+$170K	﹤0.01%	1354
2024 Q1	$725K	Buy	+55,246	New	+$719K	﹤0.01%	1446

Other funds holding SCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

Corient Private Wealth's SCM Position: Q2 2026 in Review

Corient Private Wealth increased its Stellus Capital Investment Corp (SCM) stake by 11% in Q2 2026, buying an estimated $268K and bringing the position to 284,746 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Corient Private Wealth first reported a position in SCM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.58M in Q3 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Corient Private Wealth held 284,746 shares of Stellus Capital Investment Corp worth $2.4M as of Q2 2026.
Corient Private Wealth bought 29,267 Stellus Capital Investment Corp shares in Q2 2026, an estimated $268K.
Stellus Capital Investment Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1275 holding.
Corient Private Wealth first reported a position in Stellus Capital Investment Corp in Q1 2024 and has held it in 10 quarters since.
Corient Private Wealth's Stellus Capital Investment Corp position peaked at $3.58M in Q3 2025.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.