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Robinswood Financial’s Stellus Capital Investment Corp SCM Stock Holding History

Robinswood 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
2025
Q1 		– Sell
-10
Closed -$145 – 402
2024
Q4 		$147 Hold
10
– – ﹤0.01% 339
2024
Q3 		$142 Hold
10
– – ﹤0.01% 344
2024
Q2 		$138 Buy
+10
New +$138 ﹤0.01% 351

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
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
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

Robinswood Financial's SCM Position: Q1 2025 in Review

Robinswood Financial sold out of Stellus Capital Investment Corp (SCM) in Q1 2025, closing a stake of 10 shares — an estimated $145 sold.

Robinswood Financial first reported a position in SCM in Q2 2024 and held it in 3 quarters. The position peaked at $147 in Q4 2024. 62 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

  • Robinswood Financial reported no remaining Stellus Capital Investment Corp position as of Q1 2025 after selling out during the quarter.
  • Robinswood Financial sold 10 Stellus Capital Investment Corp shares in Q1 2025, an estimated $145.
  • Robinswood Financial first reported a position in Stellus Capital Investment Corp in Q2 2024 and held it in 3 quarters.
  • Robinswood Financial's Stellus Capital Investment Corp position peaked at $147 in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on Robinswood Financial's 13F filing for Q1 2025, filed 14 Jul 2026.