Janney Montgomery Scott’s Stellus Capital Investment Corp SCM Stock Holding History

Janney Montgomery Scott’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	$361K	Sell	42,833 -500	-1%	-$4.59K	﹤0.01%	2615
2026 Q1	$399K	Buy	+43,333	New	+$483K	﹤0.01%	2194
2025 Q4	–	Sell	-44,158	Closed	-$577K	–	3008
2025 Q3	$577K	Hold	44,158	–	–	﹤0.01%	2054
2025 Q2	$616K	Hold	44,158	–	–	﹤0.01%	1883
2025 Q1	$618K	Sell	44,158 -167	-0.4%	-$2.42K	﹤0.01%	1843
2024 Q4	$610K	Buy	44,325 +500	+1%	+$6.92K	﹤0.01%	1870
2024 Q3	$600K	Hold	43,825	–	–	﹤0.01%	1846
2024 Q2	$602K	Hold	43,825	–	–	﹤0.01%	1748
2024 Q1	$573K	Sell	43,825 -1,000	-2%	-$13K	﹤0.01%	1893
2023 Q4	$576K	Hold	44,825	–	–	﹤0.01%	1792
2023 Q3	$610K	Hold	44,825	–	–	﹤0.01%	1634
2023 Q2	$631K	Hold	44,825	–	–	﹤0.01%	1691
2023 Q1	$632K	Hold	44,825	–	–	﹤0.01%	1580
2022 Q4	$594K	Hold	44,825	–	–	﹤0.01%	1667
2022 Q3	$535K	Hold	44,825	–	–	﹤0.01%	1659
2022 Q2	$521K	Buy	+44,825	New	+$579K	﹤0.01%	1595
2019 Q3	–	Sell	-10,285	Closed	-$142K	–	2137
2019 Q2	$142K	Sell	10,285 -500	-5%	-$7.06K	﹤0.01%	1966
2019 Q1	$153K	Sell	10,785 -680	-6%	-$9.65K	﹤0.01%	1907
2018 Q4	$148K	Buy	+11,465	New	+$149K	﹤0.01%	1823
2018 Q3	–	Sell	-13,941	Closed	-$178K	–	2124
2018 Q2	$178K	Buy	13,941 +3,332	+31%	+$42.4K	﹤0.01%	1885
2018 Q1	$122K	Sell	10,609 -2,677	-20%	-$32.3K	﹤0.01%	1887
2017 Q4	$175K	Sell	13,286 -7,879	-37%	-$106K	﹤0.01%	1819
2017 Q3	$289K	Buy	21,165 +4,389	+26%	+$59.8K	﹤0.01%	1523
2017 Q2	$230K	Buy	16,776 +934	+6%	+$13.1K	﹤0.01%	1562
2017 Q1	$231K	Buy	15,842 +988	+7%	+$13.5K	﹤0.01%	1544
2016 Q4	$179K	Buy	+14,854	New	+$170K	﹤0.01%	1565
2015 Q3	–	Sell	-16,404	Closed	-$187K	–	1458
2015 Q2	$187K	Sell	16,404 -7,000	-30%	-$85.2K	﹤0.01%	1823
2015 Q1	$282K	Hold	23,404	–	–	0.01%	1811
2014 Q4	$276K	Buy	+23,404	New	+$313K	0.01%	1751

Other funds holding SCM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Janney Montgomery Scott's SCM Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Stellus Capital Investment Corp (SCM) stake by 1.2% in Q2 2026, selling an estimated $4.59K and leaving 42,833 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Janney Montgomery Scott first reported a position in SCM in Q4 2014 and has held it in 29 quarters since. The position peaked at $632K in Q1 2023. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Janney Montgomery Scott held 42,833 shares of Stellus Capital Investment Corp worth $361K as of Q2 2026.
Janney Montgomery Scott sold 500 Stellus Capital Investment Corp shares in Q2 2026, an estimated $4.59K.
Stellus Capital Investment Corp made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2615 holding.
Janney Montgomery Scott first reported a position in Stellus Capital Investment Corp in Q4 2014 and has held it in 29 quarters since.
Janney Montgomery Scott's Stellus Capital Investment Corp position peaked at $632K in Q1 2023.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.