VALLEY NATIONAL ADVISERS INC
Position in SCM — Stellus Capital Investment Corp
CIK 773411
BETHLEHEM, PA
Position in SCM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,842
-$694 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026VALLEY NATIONAL ADVISERS INC holds $5,714,087 across 30 Asset Management names. SCM ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,084 | $2,004,203 | |
| 2 | BX |
Blackstone Inc.
|
16,642 | $1,913,663 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,348 | $1,152,974 | |
| 4 | SEIC |
Sei Investments Co
|
2,688 | $210,927 | |
| 5 | TROW |
Price T Rowe Group Inc
|
825 | $74,365 | |
| 6 | CG |
Carlyle Group Inc.
|
1,520 | $73,552 | |
| 7 | KKR |
KKR & Co. Inc.
|
726 | $67,155 | |
| 8 | RJF |
Raymond James Financial Inc
|
174 | $25,193 |
All Filings in SCM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,842 | 200 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,536 | 200 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,612 | 200 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,788 | 200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,800 | 200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,752 | 200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,738 | 200 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,746 | 200 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,616 | 200 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,570 | 200 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,720 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,814 | 200 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,818 | 200 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,652 | 200 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,386 | 200 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,226 | 200 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,167 | 300 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,906 | 300 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,918 | 300 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,777 | 300 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,810 | 300 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||