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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
Q2 		$286K Hold
34,000
– – 0.16% 64
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

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
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
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

Gallagher Capital Advisors's SCM Position: Q2 2026 in Review

Gallagher Capital Advisors held its Stellus Capital Investment Corp (SCM) position steady in Q2 2026 at 34,000 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #64.

Gallagher Capital Advisors first reported a position in SCM in Q3 2025 and has held it in 3 quarters since. The position peaked at $406K in Q3 2025. 59 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Gallagher Capital Advisors held 34,000 shares of Stellus Capital Investment Corp worth $286K as of Q2 2026.
  • Gallagher Capital Advisors left its Stellus Capital Investment Corp share count unchanged in Q2 2026.
  • Stellus Capital Investment Corp made up 0.16% of Gallagher Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Gallagher Capital Advisors first reported a position in Stellus Capital Investment Corp in Q3 2025 and has held it in 3 quarters since.
  • Gallagher Capital Advisors's Stellus Capital Investment Corp position peaked at $406K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.