Sumitomo Mitsui Trust Group
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SCM Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Stellus Capital Investment Corp (SCM) stake by 0.06% in Q1 2026, buying an estimated $1.13K and bringing the position to 156,151 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Sumitomo Mitsui Trust Group first reported a position in SCM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.1M in Q3 2021. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 156,151 shares of Stellus Capital Investment Corp worth $1.44M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 101 Stellus Capital Investment Corp shares in Q1 2026, an estimated $1.13K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #825 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Stellus Capital Investment Corp in Q1 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui Trust Group's Stellus Capital Investment Corp position peaked at $2.1M in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.