AE Wealth Management
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AE Wealth Management’s Sterling Capital Funds SCEC Stock Holding History

AE Wealth Management’s Portfolio SCEC Stock Details SCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$149M Buy
5,954,904
+461,913
+8% +$11.6M 0.69% 26
2026
Q1 		$138M Buy
5,492,991
+213,513
+4% +$5.41M 0.75% 19
2025
Q4 		$134M Buy
5,279,478
+117,441
+2% +$2.99M 0.77% 19
2025
Q3 		$132M Sell
5,162,037
-86,658
-2% -$2.19M 0.84% 18
2025
Q2 		$133M Buy
+5,248,695
New +$131M 0.97% 16

Other funds holding SCEC

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's SCEC Position: Q2 2026 in Review

AE Wealth Management increased its Sterling Capital Funds (SCEC) stake by 8.4% in Q2 2026, buying an estimated $11.6M and bringing the position to 5,954,904 shares worth $149M. The position accounts for 0.69% of the portfolio, ranked #26.

AE Wealth Management first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • AE Wealth Management held 5,954,904 shares of Sterling Capital Funds worth $149M as of Q2 2026.
  • AE Wealth Management bought 461,913 Sterling Capital Funds shares in Q2 2026, an estimated $11.6M.
  • Sterling Capital Funds made up 0.69% of AE Wealth Management's portfolio in Q2 2026, its #26 holding.
  • AE Wealth Management first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.