Citadel Advisors
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Citadel Advisors’s Sterling Capital Funds SCEC Stock Holding History

Citadel Advisors’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 		$666K Sell
26,594
-73,931
-74% -$1.85M ﹤0.01% 9197
2026
Q1 		$2.52M Buy
+100,525
New +$2.55M ﹤0.01% 5599
2025
Q4 		– Sell
-20,918
Closed -$533K – 14573
2025
Q3 		$533K Sell
20,918
-2,957
-12% -$74.7K ﹤0.01% 8975
2025
Q2 		$603K Buy
+23,875
New +$596K ﹤0.01% 8189

Other funds holding SCEC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 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
Global Wealth Management Investment Advisory
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

Citadel Advisors's SCEC Position: Q2 2026 in Review

Citadel Advisors reduced its Sterling Capital Funds (SCEC) stake by 74% in Q2 2026, selling an estimated $1.85M and leaving 26,594 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #9197.

Citadel Advisors first reported a position in SCEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.52M in Q1 2026. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Citadel Advisors held 26,594 shares of Sterling Capital Funds worth $666K as of Q2 2026.
  • Citadel Advisors sold 73,931 Sterling Capital Funds shares in Q2 2026, an estimated $1.85M.
  • Sterling Capital Funds made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9197 holding.
  • Citadel Advisors first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 4 quarters since.
  • Citadel Advisors's Sterling Capital Funds position peaked at $2.52M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.