PI
SCM icon

PFG Investments’s Stellus Capital Investment Corp SCM Stock Holding History

PFG Investments’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 		$688K Buy
74,661
+5,016
+7% +$55.9K 0.03% 476
2025
Q4 		$883K Buy
69,645
+404
+0.6% +$4.96K 0.04% 379
2025
Q3 		$904K Buy
69,241
+4,586
+7% +$66.1K 0.05% 363
2025
Q2 		$901K Sell
64,655
-363
-0.6% -$4.8K 0.05% 334
2025
Q1 		$910K Buy
65,018
+679
+1% +$9.85K 0.06% 323
2024
Q4 		$885K Buy
64,339
+1,385
+2% +$19.2K 0.06% 325
2024
Q3 		$862K Buy
62,954
+792
+1% +$11K 0.06% 336
2024
Q2 		$853K Sell
62,162
-74
-0.1% -$1.02K 0.06% 299
2024
Q1 		$814K Buy
+62,236
New +$810K 0.05% 375

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $376B 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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return