Raymond James Financial’s Stellus Capital Investment Corp SCM Stock Holding History

Raymond James Financial’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	$2.13M	Buy	252,821 +15,222	+6%	+$140K	﹤0.01%	3441
2026 Q1	$2.19M	Buy	237,599 +11,434	+5%	+$127K	﹤0.01%	3293
2025 Q4	$2.87M	Sell	226,165 -5,075	-2%	-$62.2K	﹤0.01%	2973
2025 Q3	$3.02M	Sell	231,240 -4,493	-2%	-$64.7K	﹤0.01%	2849
2025 Q2	$3.29M	Sell	235,733 -13,220	-5%	-$175K	﹤0.01%	2690
2025 Q1	$3.49M	Buy	248,953 +7,103	+3%	+$103K	﹤0.01%	2578
2024 Q4	$3.33M	Buy	+241,850	New	+$3.35M	﹤0.01%	2595

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

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

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

Raymond James Financial's SCM Position: Q2 2026 in Review

Raymond James Financial increased its Stellus Capital Investment Corp (SCM) stake by 6.4% in Q2 2026, buying an estimated $140K and bringing the position to 252,821 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Raymond James Financial first reported a position in SCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q1 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Raymond James Financial held 252,821 shares of Stellus Capital Investment Corp worth $2.13M as of Q2 2026.
Raymond James Financial bought 15,222 Stellus Capital Investment Corp shares in Q2 2026, an estimated $140K.
Stellus Capital Investment Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3441 holding.
Raymond James Financial first reported a position in Stellus Capital Investment Corp in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Stellus Capital Investment Corp position peaked at $3.49M in Q1 2025.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.