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Sunbelt Securities’s Stellus Capital Investment Corp SCM Stock Holding History

Sunbelt Securities’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 		$1.87M Buy
203,190
+48,617
+31% +$542K 0.12% 153
2025
Q4 		$1.96M Buy
154,573
+8,440
+6% +$104K 0.13% 135
2025
Q3 		$1.91M Buy
146,133
+116,352
+391% +$1.68M 0.13% 133
2025
Q2 		$410K Sell
29,781
-3,022
-9% -$39.9K 0.04% 402
2025
Q1 		$459K Buy
32,803
+3,022
+10% +$43.8K 0.04% 344
2024
Q4 		$410K Sell
29,781
-1,203
-4% -$16.7K 0.04% 403
2024
Q3 		$424K Sell
30,984
-3,231
-9% -$44.8K 0.04% 391
2024
Q2 		$470K Sell
34,215
-3,266
-9% -$45.1K 0.05% 352
2024
Q1 		$490K Sell
37,481
-3,454
-8% -$45K 0.05% 329
2023
Q4 		$526K Sell
40,935
-1,043
-2% -$13.5K 0.07% 293
2023
Q3 		$571K Sell
41,978
-1,866
-4% -$26.7K 0.08% 258
2023
Q2 		$617K Buy
43,844
+133
+0.3% +$1.89K 0.09% 243
2023
Q1 		$612K Buy
43,711
+11,087
+34% +$160K 0.1% 226
2022
Q4 		$433K Buy
32,624
+2,421
+8% +$32K 0.08% 273
2022
Q3 		$360K Sell
30,203
-1,491
-5% -$19.4K 0.08% 288
2022
Q2 		$353K Buy
31,694
+16,175
+104% +$209K 0.07% 303
2022
Q1 		$214K Buy
15,519
+680
+5% +$9.27K 0.04% 428
2021
Q4 		$204K Buy
+14,839
New +$200K 0.03% 442

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sunbelt Securities's SCM Position: Q1 2026 in Review

Sunbelt Securities increased its Stellus Capital Investment Corp (SCM) stake by 31% in Q1 2026, buying an estimated $542K and bringing the position to 203,190 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #153.

Sunbelt Securities first reported a position in SCM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q4 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Sunbelt Securities held 203,190 shares of Stellus Capital Investment Corp worth $1.87M as of Q1 2026.
  • Sunbelt Securities bought 48,617 Stellus Capital Investment Corp shares in Q1 2026, an estimated $542K.
  • Stellus Capital Investment Corp made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #153 holding.
  • Sunbelt Securities first reported a position in Stellus Capital Investment Corp in Q4 2021 and has held it in 18 quarters since.
  • Sunbelt Securities's Stellus Capital Investment Corp position peaked at $1.96M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.