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Roble Belko & Company’s Stellus Capital Investment Corp SCM Stock Holding History

Roble Belko & Company’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
Q4 		– Sell
-14
Closed – – 514
2025
Q3 		$0 Hold
14
– – ﹤0.01% 483
2025
Q2 		$0 Buy
14
+1
+8% +$13 ﹤0.01% 473
2025
Q1 		$0 Buy
13
+6
+86% +$87 ﹤0.01% 446
2024
Q4 		$0 Hold
7
– – ﹤0.01% 419
2024
Q3 		$0 Buy
+7
New +$97 ﹤0.01% 396

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Two Sigma Investments
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Two Sigma Advisers
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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
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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Roble Belko & Company's SCM Position: Q4 2025 in Review

Roble Belko & Company sold out of Stellus Capital Investment Corp (SCM) in Q4 2025, closing a stake of 14 shares.

Roble Belko & Company first reported a position in SCM in Q3 2024 and held it in 5 quarters. The position peaked at $0 in Q3 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q4 2025.

  • Roble Belko & Company reported no remaining Stellus Capital Investment Corp position as of Q4 2025 after selling out during the quarter.
  • Roble Belko & Company sold 14 Stellus Capital Investment Corp shares in Q4 2025.
  • Roble Belko & Company first reported a position in Stellus Capital Investment Corp in Q3 2024 and held it in 5 quarters.
  • Roble Belko & Company's Stellus Capital Investment Corp position peaked at $0 in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2025.

Based on Roble Belko & Company's 13F filing for Q4 2025, filed 12 Jan 2026.