Stonebridge Financial Group
SCM icon

Stonebridge Financial Group’s Stellus Capital Investment Corp SCM Stock Holding History

Stonebridge Financial Group’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 		$165K Sell
22,095
-60
-0.3% -$488 0.02% 261
2026
Q2 		$189K Buy
+22,155
New +$203K 0.03% 289

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Stonebridge Financial Group's SCM Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Stellus Capital Investment Corp (SCM) stake by 0.27% in Q3 2026, selling an estimated $488 and leaving 22,095 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #261.

Stonebridge Financial Group first reported a position in SCM in Q2 2026 and has held it in 2 quarters since. The position peaked at $189K in Q2 2026. 49 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

  • Stonebridge Financial Group held 22,095 shares of Stellus Capital Investment Corp worth $165K as of Q3 2026.
  • Stonebridge Financial Group sold 60 Stellus Capital Investment Corp shares in Q3 2026, an estimated $488.
  • Stellus Capital Investment Corp made up 0.02% of Stonebridge Financial Group's portfolio in Q3 2026, its #261 holding.
  • Stonebridge Financial Group first reported a position in Stellus Capital Investment Corp in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Stellus Capital Investment Corp position peaked at $189K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.