LPL Financial
SCM icon

LPL Financial’s Stellus Capital Investment Corp SCM Stock Holding History

LPL Financial’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 		$2.22M Sell
263,356
-51,436
-16% -$472K ﹤0.01% 3640
2026
Q1 		$2.9M Buy
314,792
+5,747
+2% +$64.1K ﹤0.01% 3161
2025
Q4 		$3.92M Buy
309,045
+270,199
+696% +$3.31M ﹤0.01% 2760
2025
Q3 		$507K Sell
38,846
-9,246
-19% -$133K ﹤0.01% 4611
2025
Q2 		$670K Buy
48,092
+7,268
+18% +$96K ﹤0.01% 4121
2025
Q1 		$572K Sell
40,824
-5,566
-12% -$80.7K ﹤0.01% 4044
2024
Q4 		$638K Sell
46,390
-10,933
-19% -$151K ﹤0.01% 3878
2024
Q3 		$785K Sell
57,323
-21,392
-27% -$296K ﹤0.01% 3615
2024
Q2 		$1.08M Buy
78,715
+1,946
+3% +$26.9K ﹤0.01% 3176
2024
Q1 		$1M Buy
76,769
+62,757
+448% +$817K ﹤0.01% 3176
2023
Q4 		$180K Buy
14,012
+2,174
+18% +$28.1K ﹤0.01% 4419
2023
Q3 		$161K Buy
11,838
+1,218
+11% +$17.5K ﹤0.01% 4306
2023
Q2 		$149K Sell
10,620
-3,763
-26% -$53.4K ﹤0.01% 4244
2023
Q1 		$203K Buy
14,383
+3,103
+28% +$44.8K ﹤0.01% 4036
2022
Q4 		$150K Sell
11,280
-1,036
-8% -$13.7K ﹤0.01% 4068
2022
Q3 		$147K Buy
12,316
+614
+5% +$7.97K ﹤0.01% 4024
2022
Q2 		$130K Sell
11,702
-916
-7% -$11.8K ﹤0.01% 4064
2022
Q1 		$175K Buy
12,618
+18
+0.1% +$245 ﹤0.01% 3855
2021
Q4 		$164K Buy
12,600
+831
+7% +$11.2K ﹤0.01% 4032
2021
Q3 		$154K Sell
11,769
-819
-7% -$10.7K ﹤0.01% 4057
2021
Q2 		$158K Sell
12,588
-2,091
-14% -$27.6K ﹤0.01% 3969
2021
Q1 		$186K Buy
14,679
+522
+4% +$5.98K ﹤0.01% 3787
2020
Q4 		$154K Sell
14,157
-199
-1% -$1.97K ﹤0.01% 3597
2020
Q3 		$125K Sell
14,356
-32,260
-69% -$263K ﹤0.01% 3325
2020
Q2 		$339K Buy
46,616
+11,396
+32% +$86.3K ﹤0.01% 2742
2020
Q1 		$257K Buy
35,220
+6,573
+23% +$82.1K ﹤0.01% 2621
2019
Q4 		$408K Buy
28,647
+15,295
+115% +$214K ﹤0.01% 2534
2019
Q3 		$182K Buy
+13,352
New +$184K ﹤0.01% 3031
2018
Q4 		– Sell
-11,970
Closed -$163K – 3218
2018
Q3 		$163K Hold
11,970
– – ﹤0.01% 3046
2018
Q2 		$153K Hold
11,970
– – ﹤0.01% 3044
2018
Q1 		$138K Buy
+11,970
New +$144K ﹤0.01% 3032

Other funds holding SCM

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

LPL Financial's SCM Position: Q2 2026 in Review

LPL Financial reduced its Stellus Capital Investment Corp (SCM) stake by 16% in Q2 2026, selling an estimated $472K and leaving 263,356 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

LPL Financial first reported a position in SCM in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.92M in Q4 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • LPL Financial held 263,356 shares of Stellus Capital Investment Corp worth $2.22M as of Q2 2026.
  • LPL Financial sold 51,436 Stellus Capital Investment Corp shares in Q2 2026, an estimated $472K.
  • Stellus Capital Investment Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3640 holding.
  • LPL Financial first reported a position in Stellus Capital Investment Corp in Q1 2018 and has held it in 31 quarters since.
  • LPL Financial's Stellus Capital Investment Corp position peaked at $3.92M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.