Jeff Yass’s Stellus Capital Investment Corp SCM Stock Holding History

Jeff Yass’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	$164K	Buy	+19,531	New	+$179K	﹤0.01%	12134
2025 Q4	–	Sell	-25,365	Closed	-$311K	–	13470
2025 Q3	$331K	Buy	+25,365	New	+$365K	﹤0.01%	9889
2023 Q3	–	Sell	-15,835	Closed	-$227K	–	12862
2023 Q2	$223K	Sell	15,835 -587	-4%	-$8.33K	﹤0.01%	10054
2023 Q1	$231K	Buy	+16,422	New	+$237K	﹤0.01%	10276
2020 Q3	–	Sell	-15,133	Closed	-$123K	–	11075
2020 Q2	$110K	Buy	+15,133	New	+$115K	﹤0.01%	9454
2017 Q4	–	Sell	-12,022	Closed	-$164K	–	9834
2017 Q3	$164K	Buy	+12,022	New	+$164K	﹤0.01%	8140
2017 Q2	–	Sell	-19,804	Closed	-$288K	–	9752
2017 Q1	$288K	Buy	+19,804	New	+$271K	﹤0.01%	7408
2015 Q4	–	Sell	-10,400	Closed	-$105K	–	9902
2015 Q3	$105K	Buy	+10,400	New	+$112K	﹤0.01%	9115
2014 Q3	–	Sell	-11,171	Closed	-$164K	–	9882
2014 Q2	$164K	Buy	+11,171	New	+$156K	﹤0.01%	9198

Other funds holding SCM

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Jeff Yass's SCM Position: Q2 2026 in Review

Jeff Yass opened a new position in Stellus Capital Investment Corp (SCM) in Q2 2026: 19,531 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #12134 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SCM as recently as Q3 2025.

Jeff Yass first reported a position in SCM in Q2 2014 and has held it in 9 quarters since. The position peaked at $331K in Q3 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Jeff Yass held 19,531 shares of Stellus Capital Investment Corp worth $164K as of Q2 2026.
Stellus Capital Investment Corp was a new Jeff Yass position in Q2 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12134 holding.
Jeff Yass first reported a position in Stellus Capital Investment Corp in Q2 2014 and has held it in 9 quarters since.
Jeff Yass's Stellus Capital Investment Corp position peaked at $331K in Q3 2025.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.