Rockefeller Capital Management
SCM icon

Rockefeller Capital Management’s Stellus Capital Investment Corp SCM Stock Holding History

Rockefeller Capital Management’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 		$28.2K Buy
3,353
+119
+4% +$1.09K ﹤0.01% 3618
2026
Q1 		$29.8K Buy
3,234
+104
+3% +$1.16K ﹤0.01% 3523
2025
Q4 		$39.7K Buy
3,130
+99
+3% +$1.21K ﹤0.01% 3176
2025
Q3 		$39.6K Buy
+3,031
New +$43.7K ﹤0.01% 3023
2024
Q1 		– Sell
-60,264
Closed -$774K – 1721
2023
Q4 		$774K Buy
60,264
+17,830
+42% +$230K ﹤0.01% 1228
2023
Q3 		$577K Buy
42,434
+9,198
+28% +$132K ﹤0.01% 1249
2023
Q2 		$468K Buy
33,236
+4,855
+17% +$68.9K ﹤0.01% 1363
2023
Q1 		$399K Buy
28,381
+1,503
+6% +$21.7K ﹤0.01% 1445
2022
Q4 		$356K Buy
26,878
+427
+2% +$5.64K ﹤0.01% 1404
2022
Q3 		$315K Buy
26,451
+44
+0.2% +$571 ﹤0.01% 1450
2022
Q2 		$293K Sell
26,407
-23,878
-47% -$308K ﹤0.01% 1478
2022
Q1 		$698K Buy
50,285
+1,073
+2% +$14.6K ﹤0.01% 1192
2021
Q4 		$640K Buy
49,212
+1,361
+3% +$18.4K ﹤0.01% 1230
2021
Q3 		$624K Buy
47,851
+1,021
+2% +$13.4K ﹤0.01% 1179
2021
Q2 		$589K Buy
46,830
+881
+2% +$11.6K ﹤0.01% 1129
2021
Q1 		$583K Buy
45,949
+3,928
+9% +$45K ﹤0.01% 972
2020
Q4 		$457K Sell
42,021
-3,312
-7% -$32.8K ﹤0.01% 938
2020
Q3 		$394K Buy
45,333
+2,712
+6% +$22.1K ﹤0.01% 845
2020
Q2 		$310K Buy
+42,621
New +$323K ﹤0.01% 839

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

Rockefeller Capital Management's SCM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Stellus Capital Investment Corp (SCM) stake by 3.7% in Q2 2026, buying an estimated $1.09K and bringing the position to 3,353 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Rockefeller Capital Management first reported a position in SCM in Q2 2020 and has held it in 19 quarters since. The position peaked at $774K in Q4 2023. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Rockefeller Capital Management held 3,353 shares of Stellus Capital Investment Corp worth $28.2K as of Q2 2026.
  • Rockefeller Capital Management bought 119 Stellus Capital Investment Corp shares in Q2 2026, an estimated $1.09K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3618 holding.
  • Rockefeller Capital Management first reported a position in Stellus Capital Investment Corp in Q2 2020 and has held it in 19 quarters since.
  • Rockefeller Capital Management's Stellus Capital Investment Corp position peaked at $774K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.