Parkside Financial Bank & Trust’s Stellus Capital Investment Corp SCM Stock Holding History

Parkside Financial Bank & Trust’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
2025 Q1	–	Sell	-500	Closed	-$6.88K	–	2758
2024 Q4	$6.88K	Hold	500	–	–	﹤0.01%	1390
2024 Q3	$6.84K	Hold	500	–	–	﹤0.01%	1361
2024 Q2	$6.87K	Hold	500	–	–	﹤0.01%	1285
2024 Q1	$6.54K	Hold	500	–	–	﹤0.01%	1277
2023 Q4	$6.42K	Hold	500	–	–	﹤0.01%	1247
2023 Q3	$6.8K	Hold	500	–	–	﹤0.01%	1251
2023 Q2	$7.04K	Hold	500	–	–	﹤0.01%	1243
2023 Q1	$7.04K	Hold	500	–	–	﹤0.01%	1228
2022 Q4	$6.63K	Hold	500	–	–	﹤0.01%	1209
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	1172
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	1191
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	1168
2021 Q4	$7K	Buy	+500	New	+$6.75K	﹤0.01%	1180

Other funds holding SCM

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EFG

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

CCM

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

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

IWA

Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return

AAM

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

Parkside Financial Bank & Trust's SCM Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of Stellus Capital Investment Corp (SCM) in Q1 2025, closing a stake of 500 shares — an estimated $6.88K sold.

Parkside Financial Bank & Trust first reported a position in SCM in Q4 2021 and held it in 13 quarters. The position peaked at $7.04K in Q1 2023. 62 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

Parkside Financial Bank & Trust reported no remaining Stellus Capital Investment Corp position as of Q1 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 500 Stellus Capital Investment Corp shares in Q1 2025, an estimated $6.88K.
Parkside Financial Bank & Trust first reported a position in Stellus Capital Investment Corp in Q4 2021 and held it in 13 quarters.
Parkside Financial Bank & Trust's Stellus Capital Investment Corp position peaked at $7.04K in Q1 2023.
62 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.