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 Q3	$252K	Hold	34,000	–	–	0.14%	65
2026 Q2	$286K	Hold	34,000	–	–	0.16%	64
2026 Q1	$313K	Buy	+34,000	New	+$379K	0.2%	54
2025 Q4	–	Sell	-34,000	Closed	-$406K	–	77
2025 Q3	$406K	Buy	+34,000	New	+$490K	0.23%	52

Other funds holding SCM

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Gallagher Capital Advisors's SCM Position: Q3 2026 in Review

Gallagher Capital Advisors held its Stellus Capital Investment Corp (SCM) position steady in Q3 2026 at 34,000 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #65.

Gallagher Capital Advisors first reported a position in SCM in Q3 2025 and has held it in 4 quarters since. The position peaked at $406K in Q3 2025. 21 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

Gallagher Capital Advisors held 34,000 shares of Stellus Capital Investment Corp worth $252K as of Q3 2026.
Gallagher Capital Advisors left its Stellus Capital Investment Corp share count unchanged in Q3 2026.
Stellus Capital Investment Corp made up 0.14% of Gallagher Capital Advisors's portfolio in Q3 2026, its #65 holding.
Gallagher Capital Advisors first reported a position in Stellus Capital Investment Corp in Q3 2025 and has held it in 4 quarters since.
Gallagher Capital Advisors's Stellus Capital Investment Corp position peaked at $406K in Q3 2025.
21 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on Gallagher Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.