JY
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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 		– Sell
-50,300
Closed -$463K – 14395
2026
Q1 		$463K Buy
50,300
+500
+1% +$5.57K ﹤0.01% 9874
2025
Q4 		$631K Buy
49,800
+29,900
+150% +$367K ﹤0.01% 8259
2025
Q3 		$260K Sell
19,900
-11,800
-37% -$170K ﹤0.01% 10443
2025
Q2 		$442K Sell
31,700
-48,700
-61% -$643K ﹤0.01% 9459
2025
Q1 		$1.13M Buy
80,400
+56,200
+232% +$815K ﹤0.01% 6948
2024
Q4 		$333K Sell
24,200
-36,400
-60% -$504K ﹤0.01% 9593
2024
Q3 		$830K Sell
60,600
-33,300
-35% -$462K ﹤0.01% 7257
2024
Q2 		$1.29M Buy
93,900
+47,400
+102% +$655K ﹤0.01% 5998
2024
Q1 		$608K Buy
46,500
+30,400
+189% +$396K ﹤0.01% 8045
2023
Q4 		$207K Sell
16,100
-3,700
-19% -$47.8K ﹤0.01% 10613
2023
Q3 		$269K Buy
19,800
+400
+2% +$5.73K ﹤0.01% 9590
2023
Q2 		$273K Buy
+19,400
New +$275K ﹤0.01% 9632
2021
Q4 		– Sell
-12,900
Closed -$168K – 13812
2021
Q3 		$168K Buy
+12,900
New +$169K ﹤0.01% 11685
2021
Q2 		– Sell
-18,700
Closed -$237K – 13182
2021
Q1 		$237K Buy
+18,700
New +$214K ﹤0.01% 11097
2020
Q4 		– Sell
-13,800
Closed -$120K – 11648
2020
Q3 		$120K Buy
+13,800
New +$112K ﹤0.01% 9818
2020
Q2 		– Sell
-14,500
Closed -$106K – 10826
2020
Q1 		$106K Buy
14,500
+100
+0.7% +$1.25K ﹤0.01% 9282
2019
Q4 		$205K Buy
+14,400
New +$201K ﹤0.01% 8727
2019
Q2 		– Sell
-10,700
Closed -$151K – 10758
2019
Q1 		$151K Buy
+10,700
New +$152K ﹤0.01% 8044
2018
Q3 		– Sell
-11,200
Closed -$143K – 10109
2018
Q2 		$143K Buy
+11,200
New +$143K ﹤0.01% 8876

Other funds holding SCM

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

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.