Farther Finance Advisors
SCM icon

Farther Finance Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Farther Finance Advisors’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
Q3 		$1.48K Buy
+200
New +$1.63K ﹤0.01% 5479
2026
Q1 		– Sell
-10,244
Closed -$130K – 5879
2025
Q4 		$130K Sell
10,244
-2,862
-22% -$35.1K ﹤0.01% 2180
2025
Q3 		$171K Hold
13,106
– – ﹤0.01% 1701
2025
Q2 		$183K Hold
13,106
– – ﹤0.01% 1439
2025
Q1 		$183K Hold
13,106
– – ﹤0.01% 1266
2024
Q4 		$180K Hold
13,106
– – 0.01% 1035
2024
Q3 		$179K Buy
13,106
+2,862
+28% +$39.7K 0.01% 1034
2024
Q2 		$141K Buy
+10,244
New +$141K 0.01% 988

Other funds holding SCM

GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Farther Finance Advisors's SCM Position: Q3 2026 in Review

Farther Finance Advisors opened a new position in Stellus Capital Investment Corp (SCM) in Q3 2026: 200 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #5479 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in SCM as recently as Q4 2025.

Farther Finance Advisors first reported a position in SCM in Q2 2024 and has held it in 8 quarters since. The position peaked at $183K in Q1 2025. 5 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

  • Farther Finance Advisors held 200 shares of Stellus Capital Investment Corp worth $1.48K as of Q3 2026.
  • Stellus Capital Investment Corp was a new Farther Finance Advisors position in Q3 2026.
  • Stellus Capital Investment Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5479 holding.
  • Farther Finance Advisors first reported a position in Stellus Capital Investment Corp in Q2 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Stellus Capital Investment Corp position peaked at $183K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.