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 Q2	–	Sell	-22,152	Closed	-$204K	–	593
2026 Q1	$204K	Buy	+22,152	New	+$247K	0.08%	365
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

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

Oxford Asset Management's SCM Position: Q2 2026 in Review

Oxford Asset Management sold out of Stellus Capital Investment Corp (SCM) in Q2 2026, closing a stake of 22,152 shares — an estimated $204K sold.

Oxford Asset Management first reported a position in SCM in Q2 2017 and held it in 5 quarters. The position peaked at $526K in Q4 2017. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Oxford Asset Management reported no remaining Stellus Capital Investment Corp position as of Q2 2026 after selling out during the quarter.
Oxford Asset Management sold 22,152 Stellus Capital Investment Corp shares in Q2 2026, an estimated $204K.
Oxford Asset Management first reported a position in Stellus Capital Investment Corp in Q2 2017 and held it in 5 quarters.
Oxford Asset Management's Stellus Capital Investment Corp position peaked at $526K in Q4 2017.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.