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	$194K	Buy	23,000 +4,300	+23%	+$39.4K	﹤0.01%	11987
2026 Q1	$172K	Buy	+18,700	New	+$208K	﹤0.01%	11849
2023 Q4	–	Sell	-20,000	Closed	-$272K	–	13196
2023 Q3	$272K	Buy	+20,000	New	+$287K	﹤0.01%	9569
2021 Q4	–	Sell	-11,000	Closed	-$144K	–	13813
2021 Q3	$144K	Buy	+11,000	New	+$144K	﹤0.01%	11824
2020 Q3	–	Sell	-11,100	Closed	-$81K	–	11076
2020 Q2	$81K	Buy	+11,100	New	+$84.1K	﹤0.01%	9591

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.