Sumitomo Mitsui Trust Group’s Stellus Capital Investment Corp SCM Stock Holding History

Sumitomo Mitsui Trust 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	$1.31M	Hold	156,151	–	–	﹤0.01%	855
2026 Q1	$1.44M	Buy	156,151 +101	+0.1%	+$1.13K	﹤0.01%	825
2025 Q4	$1.98M	Hold	156,050	–	–	﹤0.01%	797
2025 Q3	$2.04M	Buy	156,050 +62,002	+66%	+$893K	﹤0.01%	796
2025 Q2	$1.31M	Buy	94,048 +9,286	+11%	+$123K	﹤0.01%	829
2025 Q1	$1.19M	Buy	84,762 +21,355	+34%	+$310K	﹤0.01%	847
2024 Q4	$872K	Hold	63,407	–	–	﹤0.01%	894
2024 Q3	$868K	Hold	63,407	–	–	﹤0.01%	907
2024 Q2	$871K	Hold	63,407	–	–	﹤0.01%	912
2024 Q1	$829K	Sell	63,407 -3,304	-5%	-$43K	﹤0.01%	980
2023 Q4	$857K	Hold	66,711	–	–	﹤0.01%	989
2023 Q3	$907K	Hold	66,711	–	–	﹤0.01%	995
2023 Q2	$939K	Sell	66,711 -13,560	-17%	-$192K	﹤0.01%	1004
2023 Q1	$1.13M	Hold	80,271	–	–	﹤0.01%	982
2022 Q4	$1.06M	Sell	80,271 -51,653	-39%	-$682K	﹤0.01%	1019
2022 Q3	$1.57M	Hold	131,924	–	–	﹤0.01%	973
2022 Q2	$1.47M	Sell	131,924 -5,622	-4%	-$72.6K	﹤0.01%	991
2022 Q1	$1.91M	Sell	137,546 -2,300	-2%	-$31.4K	﹤0.01%	954
2021 Q4	$1.82M	Sell	139,846 -21,212	-13%	-$286K	﹤0.01%	956
2021 Q3	$2.1M	Hold	161,058	–	–	﹤0.01%	948
2021 Q2	$2.03M	Hold	161,058	–	–	﹤0.01%	954
2021 Q1	$2.04M	Hold	161,058	–	–	﹤0.01%	931
2020 Q4	$1.75M	Buy	161,058 +38,586	+32%	+$382K	﹤0.01%	916
2020 Q3	$1.07M	Hold	122,472	–	–	﹤0.01%	961
2020 Q2	$864K	Hold	122,472	–	–	﹤0.01%	970
2020 Q1	$893K	Buy	+122,472	New	+$1.53M	﹤0.01%	949

Other funds holding SCM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SCM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Stellus Capital Investment Corp (SCM) position steady in Q2 2026 at 156,151 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Sumitomo Mitsui Trust Group first reported a position in SCM in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.1M in Q3 2021. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Sumitomo Mitsui Trust Group held 156,151 shares of Stellus Capital Investment Corp worth $1.31M as of Q2 2026.
Sumitomo Mitsui Trust Group left its Stellus Capital Investment Corp share count unchanged in Q2 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #855 holding.
Sumitomo Mitsui Trust Group first reported a position in Stellus Capital Investment Corp in Q1 2020 and has held it in 26 quarters since.
Sumitomo Mitsui Trust Group's Stellus Capital Investment Corp position peaked at $2.1M in Q3 2021.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.