Key Financial Inc’s Stellus Capital Investment Corp SCM Stock Holding History

Key Financial Inc’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	$4.21K	Hold	500	–	–	﹤0.01%	1054
2026 Q1	$4.61K	Hold	500	–	–	﹤0.01%	1048
2025 Q4	$6.34K	Hold	500	–	–	﹤0.01%	986
2025 Q3	$6.48K	Hold	500	–	–	﹤0.01%	982
2025 Q2	$6.97K	Hold	500	–	–	﹤0.01%	956
2025 Q1	$7K	Hold	500	–	–	﹤0.01%	915
2024 Q4	$6.88K	Hold	500	–	–	﹤0.01%	902
2024 Q3	$6.84K	Hold	500	–	–	﹤0.01%	887
2024 Q2	$6.87K	Hold	500	–	–	﹤0.01%	869
2024 Q1	$6.54K	Hold	500	–	–	﹤0.01%	868
2023 Q4	$6.42K	Hold	500	–	–	﹤0.01%	848
2023 Q3	$6.8K	Hold	500	–	–	﹤0.01%	823
2023 Q2	$7.04K	Hold	500	–	–	﹤0.01%	819
2023 Q1	$7.04K	Hold	500	–	–	﹤0.01%	752
2022 Q4	$5.96K	Hold	500	–	–	﹤0.01%	753
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	765
2022 Q2	$6K	Buy	+500	New	+$6.46K	﹤0.01%	767

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

Key Financial Inc's SCM Position: Q2 2026 in Review

Key Financial Inc held its Stellus Capital Investment Corp (SCM) position steady in Q2 2026 at 500 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Key Financial Inc first reported a position in SCM in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.04K in Q1 2023. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Key Financial Inc held 500 shares of Stellus Capital Investment Corp worth $4.21K as of Q2 2026.
Key Financial Inc left its Stellus Capital Investment Corp share count unchanged in Q2 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1054 holding.
Key Financial Inc first reported a position in Stellus Capital Investment Corp in Q2 2022 and has held it in 17 quarters since.
Key Financial Inc's Stellus Capital Investment Corp position peaked at $7.04K in Q1 2023.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.