Gallagher Capital Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Gallagher Capital 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 Q1	$313K	Buy	+34,000	New	+$379K	0.21%	54
2025 Q4	–	Sell	-34,000	Closed	-$406K	–	77
2025 Q3	$406K	Buy	+34,000	New	+$490K	0.23%	52

Other funds holding SCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gallagher Capital Advisors's SCM Position: Q1 2026 in Review

Gallagher Capital Advisors opened a new position in Stellus Capital Investment Corp (SCM) in Q1 2026: 34,000 shares worth $313K. The stake represents 0.21% of the portfolio and ranks #54 among its holdings. This is a return to the name: Gallagher Capital Advisors previously reported a position in SCM as recently as Q3 2025.

Gallagher Capital Advisors first reported a position in SCM in Q3 2025 and has held it in 2 quarters since. The position peaked at $406K in Q3 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

Gallagher Capital Advisors held 34,000 shares of Stellus Capital Investment Corp worth $313K as of Q1 2026.
Stellus Capital Investment Corp was a new Gallagher Capital Advisors position in Q1 2026.
Stellus Capital Investment Corp made up 0.21% of Gallagher Capital Advisors's portfolio in Q1 2026, its #54 holding.
Gallagher Capital Advisors first reported a position in Stellus Capital Investment Corp in Q3 2025 and has held it in 2 quarters since.
Gallagher Capital Advisors's Stellus Capital Investment Corp position peaked at $406K in Q3 2025.
63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Gallagher Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.