Virtus Investment Advisers’s Stellus Capital Investment Corp SCM Stock Holding History

Virtus Investment Advisers’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	$523K	Buy	62,135 +1,463	+2%	+$13.4K	0.12%	205
2026 Q1	$559K	Buy	60,672 +624	+1%	+$6.96K	0.15%	204
2025 Q4	$761K	Buy	60,048 +1,754	+3%	+$21.5K	0.21%	149
2025 Q3	$761K	Sell	58,294 -6,360	-10%	-$91.6K	0.22%	163
2025 Q2	$901K	Sell	64,654 -3,352	-5%	-$44.3K	0.3%	146
2025 Q1	$952K	Buy	+68,006	New	+$986K	0.26%	164

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

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

Virtus Investment Advisers's SCM Position: Q2 2026 in Review

Virtus Investment Advisers increased its Stellus Capital Investment Corp (SCM) stake by 2.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 62,135 shares worth $523K. The position accounts for 0.12% of the portfolio, ranked #205.

Virtus Investment Advisers first reported a position in SCM in Q1 2025 and has held it in 6 quarters since. The position peaked at $952K in Q1 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Virtus Investment Advisers held 62,135 shares of Stellus Capital Investment Corp worth $523K as of Q2 2026.
Virtus Investment Advisers bought 1,463 Stellus Capital Investment Corp shares in Q2 2026, an estimated $13.4K.
Stellus Capital Investment Corp made up 0.12% of Virtus Investment Advisers's portfolio in Q2 2026, its #205 holding.
Virtus Investment Advisers first reported a position in Stellus Capital Investment Corp in Q1 2025 and has held it in 6 quarters since.
Virtus Investment Advisers's Stellus Capital Investment Corp position peaked at $952K in Q1 2025.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.