Savant Capital’s Stellus Capital Investment Corp SCM Stock Holding History

Savant Capital’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	$74.2K	Buy	+10,000	New	+$81.3K	﹤0.01%	2350

Other funds holding SCM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.88% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Savant Capital's SCM Position: Q3 2026 in Review

Savant Capital opened a new position in Stellus Capital Investment Corp (SCM) in Q3 2026: 10,000 shares worth $74.2K. The stake represents ﹤0.01% of the portfolio and ranks #2350 among its holdings.

21 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

Savant Capital held 10,000 shares of Stellus Capital Investment Corp worth $74.2K as of Q3 2026.
Stellus Capital Investment Corp was a new Savant Capital position in Q3 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #2350 holding.
21 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.