CWA Asset Management Group
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CWA Asset Management Group’s Sterling Capital Funds SCEC Stock Holding History

CWA Asset Management Group’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 		$59.2M Buy
2,491,696
+110,892
+5% +$2.72M 1.75% 7
2026
Q2 		$59.6M Buy
2,380,804
+707,121
+42% +$17.7M 1.82% 6
2026
Q1 		$42M Buy
1,673,683
+109,686
+7% +$2.78M 1.43% 8
2025
Q4 		$39.7M Buy
1,563,997
+148,757
+11% +$3.79M 1.43% 11
2025
Q3 		$36.1M Buy
1,415,240
+204,428
+17% +$5.16M 1.33% 11
2025
Q2 		$30.6M Buy
+1,210,812
New +$30.2M 1.29% 12

Other funds holding SCEC

Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

CWA Asset Management Group's SCEC Position: Q3 2026 in Review

CWA Asset Management Group increased its Sterling Capital Funds (SCEC) stake by 4.7% in Q3 2026, buying an estimated $2.72M and bringing the position to 2,491,696 shares worth $59.2M. The position accounts for 1.75% of the portfolio, ranked #7.

CWA Asset Management Group first reported a position in SCEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $59.6M in Q2 2026. 10 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

  • CWA Asset Management Group held 2,491,696 shares of Sterling Capital Funds worth $59.2M as of Q3 2026.
  • CWA Asset Management Group bought 110,892 Sterling Capital Funds shares in Q3 2026, an estimated $2.72M.
  • Sterling Capital Funds made up 1.75% of CWA Asset Management Group's portfolio in Q3 2026, its #7 holding.
  • CWA Asset Management Group first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 6 quarters since.
  • CWA Asset Management Group's Sterling Capital Funds position peaked at $59.6M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on CWA Asset Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.