Oxford Asset Management’s Stellus Capital Investment Corp SCM Stock Holding History

Oxford Asset Management’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	$204K	Buy	+22,152	New	+$247K	0.09%	348
2019 Q2	–	Sell	-24,192	Closed	-$342K	–	1930
2019 Q1	$342K	Buy	+24,192	New	+$343K	0.01%	1373
2018 Q1	–	Sell	-39,646	Closed	-$526K	–	1861
2017 Q4	$526K	Buy	39,646 +2,690	+7%	+$36.1K	0.01%	1161
2017 Q3	$504K	Buy	36,956 +5,840	+19%	+$79.5K	0.01%	1196
2017 Q2	$427K	Buy	+31,116	New	+$435K	0.01%	1156

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

Oxford Asset Management's SCM Position: Q1 2026 in Review

Oxford Asset Management opened a new position in Stellus Capital Investment Corp (SCM) in Q1 2026: 22,152 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #348 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in SCM as recently as Q1 2019.

Oxford Asset Management first reported a position in SCM in Q2 2017 and has held it in 5 quarters since. The position peaked at $526K in Q4 2017. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

Oxford Asset Management held 22,152 shares of Stellus Capital Investment Corp worth $204K as of Q1 2026.
Stellus Capital Investment Corp was a new Oxford Asset Management position in Q1 2026.
Stellus Capital Investment Corp made up 0.09% of Oxford Asset Management's portfolio in Q1 2026, its #348 holding.
Oxford Asset Management first reported a position in Stellus Capital Investment Corp in Q2 2017 and has held it in 5 quarters since.
Oxford Asset Management's Stellus Capital Investment Corp position peaked at $526K in Q4 2017.
63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.