Stonebridge Financial Group, LLC/CA’s Stellus Capital Investment Corp SCM Stock Holding History

Stonebridge Financial Group, LLC/CA’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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SCM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA 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.

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

Stonebridge Financial Group, LLC/CA 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, LLC/CA position in Q2 2026.
Stellus Capital Investment Corp made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #289 holding.
43 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

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