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 Q3	$337K	Sell	45,469 -7,791	-15%	-$63.3K	0.01%	878
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%	+$9.8K	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

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Icon Wealth Advisors Houston, Texas $1.69B AUM 20.27% 1-Year Est. Return

BSC

BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PFG Investments's SCM Position: Q3 2026 in Review

PFG Investments reduced its Stellus Capital Investment Corp (SCM) stake by 15% in Q3 2026, selling an estimated $63.3K and leaving 45,469 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #878.

PFG Investments first reported a position in SCM in Q1 2024 and has held it in 11 quarters since. The position peaked at $910K in Q1 2025. 44 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

PFG Investments held 45,469 shares of Stellus Capital Investment Corp worth $337K as of Q3 2026.
PFG Investments sold 7,791 Stellus Capital Investment Corp shares in Q3 2026, an estimated $63.3K.
Stellus Capital Investment Corp made up 0.01% of PFG Investments's portfolio in Q3 2026, its #878 holding.
PFG Investments first reported a position in Stellus Capital Investment Corp in Q1 2024 and has held it in 11 quarters since.
PFG Investments's Stellus Capital Investment Corp position peaked at $910K in Q1 2025.
44 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on PFG Investments's 13F filing for Q3 2026, filed 12 Nov 2026.