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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
Q2 		$448K Sell
53,260
-21,401
-29% -$196K 0.02% 729
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

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
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
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

PFG Investments's SCM Position: Q2 2026 in Review

PFG Investments reduced its Stellus Capital Investment Corp (SCM) stake by 29% in Q2 2026, selling an estimated $196K and leaving 53,260 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #729.

PFG Investments first reported a position in SCM in Q1 2024 and has held it in 10 quarters since. The position peaked at $910K in Q1 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • PFG Investments held 53,260 shares of Stellus Capital Investment Corp worth $448K as of Q2 2026.
  • PFG Investments sold 21,401 Stellus Capital Investment Corp shares in Q2 2026, an estimated $196K.
  • Stellus Capital Investment Corp made up 0.02% of PFG Investments's portfolio in Q2 2026, its #729 holding.
  • PFG Investments first reported a position in Stellus Capital Investment Corp in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Stellus Capital Investment Corp position peaked at $910K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.