Legal & General Group
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Legal & General Group’s Stellus Capital Investment Corp SCM Stock Holding History

Legal & General Group’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 		$2.01M Buy
238,329
+8,794
+4% +$80.7K ﹤0.01% 1969
2026
Q1 		$2.12M Buy
229,535
+25,250
+12% +$281K ﹤0.01% 1888
2025
Q4 		$2.59M Buy
204,285
+32,653
+19% +$400K ﹤0.01% 1867
2025
Q3 		$2.24M Sell
171,632
-12,374
-7% -$178K ﹤0.01% 1930
2025
Q2 		$2.57M Buy
184,006
+5,417
+3% +$71.6K ﹤0.01% 1864
2025
Q1 		$2.5M Buy
178,589
+4,887
+3% +$70.9K ﹤0.01% 1844
2024
Q4 		$2.39M Buy
173,702
+1,527
+0.9% +$21.1K ﹤0.01% 1901
2024
Q3 		$2.36M Sell
172,175
-27,903
-14% -$387K ﹤0.01% 1900
2024
Q2 		$2.75M Buy
200,078
+5,684
+3% +$78.5K ﹤0.01% 1799
2024
Q1 		$2.54M Buy
194,394
+19,484
+11% +$254K ﹤0.01% 1828
2023
Q4 		$2.25M Buy
174,910
+15,896
+10% +$205K ﹤0.01% 1892
2023
Q3 		$2.16M Buy
159,014
+16,355
+11% +$234K ﹤0.01% 1865
2023
Q2 		$2.01M Buy
142,659
+9,818
+7% +$139K ﹤0.01% 1931
2023
Q1 		$1.87M Buy
132,841
+3,138
+2% +$45.3K ﹤0.01% 1904
2022
Q4 		$1.72M Buy
129,703
+2,631
+2% +$34.7K ﹤0.01% 1955
2022
Q3 		$1.51M Buy
127,072
+13,343
+12% +$173K ﹤0.01% 1991
2022
Q2 		$1.26M Hold
113,729
– – ﹤0.01% 2073
2022
Q1 		$1.58M Hold
113,729
– – ﹤0.01% 2080
2021
Q4 		$1.48M Sell
113,729
-6,660
-6% -$89.9K ﹤0.01% 2137
2021
Q3 		$1.57M Sell
120,389
-4,832
-4% -$63.3K ﹤0.01% 2126
2021
Q2 		$1.57M Sell
125,221
-10,001
-7% -$132K ﹤0.01% 2074
2021
Q1 		$1.72M Sell
135,222
-3,888
-3% -$44.5K ﹤0.01% 2039
2020
Q4 		$1.51M Buy
139,110
+8,102
+6% +$80.2K ﹤0.01% 1994
2020
Q3 		$1.14M Buy
131,008
+4,093
+3% +$33.3K ﹤0.01% 1983
2020
Q2 		$928K Buy
126,915
+18,431
+17% +$140K ﹤0.01% 2006
2020
Q1 		$794K Buy
108,484
+27,317
+34% +$341K ﹤0.01% 1927
2019
Q4 		$1.16M Buy
+81,167
New +$1.13M ﹤0.01% 2020

Other funds holding SCM

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

Legal & General Group's SCM Position: Q2 2026 in Review

Legal & General Group increased its Stellus Capital Investment Corp (SCM) stake by 3.8% in Q2 2026, buying an estimated $80.7K and bringing the position to 238,329 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Legal & General Group first reported a position in SCM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.75M in Q2 2024. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Legal & General Group held 238,329 shares of Stellus Capital Investment Corp worth $2.01M as of Q2 2026.
  • Legal & General Group bought 8,794 Stellus Capital Investment Corp shares in Q2 2026, an estimated $80.7K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1969 holding.
  • Legal & General Group first reported a position in Stellus Capital Investment Corp in Q4 2019 and has held it in 27 quarters since.
  • Legal & General Group's Stellus Capital Investment Corp position peaked at $2.75M in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.