Marshall Wace’s Stellus Capital Investment Corp SCM Stock Holding History

Marshall Wace’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 Q1	$1.41M	Buy	+152,859	New	+$1.7M	﹤0.01%	1962
2025 Q1	–	Sell	-18,561	Closed	-$255K	–	3042
2024 Q4	$255K	Sell	18,561 -59,262	-76%	-$821K	﹤0.01%	2286
2024 Q3	$1.07M	Sell	77,823 -16,981	-18%	-$235K	﹤0.01%	1627
2024 Q2	$1.3M	Buy	+94,804	New	+$1.31M	﹤0.01%	1565
2023 Q4	–	Sell	-40,950	Closed	-$557K	–	2566
2023 Q3	$557K	Sell	40,950 -71,525	-64%	-$1.02M	﹤0.01%	1685
2023 Q2	$1.58M	Buy	+112,475	New	+$1.6M	﹤0.01%	1519
2022 Q1	–	Sell	-38,428	Closed	-$500K	–	3936
2021 Q4	$500K	Buy	+38,428	New	+$519K	﹤0.01%	2797
2020 Q1	–	Sell	-34,551	Closed	-$492K	–	2009
2019 Q4	$492K	Buy	+34,551	New	+$483K	﹤0.01%	1180
2019 Q2	–	Sell	-21,637	Closed	-$306K	–	1778
2019 Q1	$306K	Sell	21,637 -85,396	-80%	-$1.21M	﹤0.01%	1258
2018 Q4	$1.39M	Buy	+107,033	New	+$1.39M	0.01%	821

Other funds holding SCM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Marshall Wace's SCM Position: Q1 2026 in Review

Marshall Wace opened a new position in Stellus Capital Investment Corp (SCM) in Q1 2026: 152,859 shares worth $1.41M. The stake represents ﹤0.01% of the portfolio and ranks #1962 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SCM as recently as Q4 2024.

Marshall Wace first reported a position in SCM in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.58M in Q2 2023. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

Marshall Wace held 152,859 shares of Stellus Capital Investment Corp worth $1.41M as of Q1 2026.
Stellus Capital Investment Corp was a new Marshall Wace position in Q1 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1962 holding.
Marshall Wace first reported a position in Stellus Capital Investment Corp in Q4 2018 and has held it in 10 quarters since.
Marshall Wace's Stellus Capital Investment Corp position peaked at $1.58M in Q2 2023.
63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.