Capital Analysts LLC’s Sterling Capital Funds SCEC Stock Holding History

Capital Analysts LLC’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 Q3	$214	Buy	+9	New	+$220	﹤0.01%	1683

Other funds holding SCEC

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Montgomery Financial Services Ocean City, Maryland $121M AUM

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

Capital Analysts LLC's SCEC Position: Q3 2026 in Review

Capital Analysts LLC opened a new position in Sterling Capital Funds (SCEC) in Q3 2026: 9 shares worth $214. The stake represents ﹤0.01% of the portfolio and ranks #1683 among its holdings.

31 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

Capital Analysts LLC held 9 shares of Sterling Capital Funds worth $214 as of Q3 2026.
Sterling Capital Funds was a new Capital Analysts LLC position in Q3 2026.
Sterling Capital Funds made up ﹤0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #1683 holding.
31 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.