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 Q2	$189K	Buy	+22,155	New	+$203K	0.03%	289

Other funds holding SCM

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Stonebridge Financial Group's SCM Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Stellus Capital Investment Corp (SCM) in Q2 2026: 22,155 shares worth $189K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings.

57 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Stonebridge Financial Group held 22,155 shares of Stellus Capital Investment Corp worth $189K as of Q2 2026.
Stellus Capital Investment Corp was a new Stonebridge Financial Group position in Q2 2026.
Stellus Capital Investment Corp made up 0.03% of Stonebridge Financial Group's portfolio in Q2 2026, its #289 holding.
57 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.