Decker Retirement Planning’s Sterling Capital Funds SCEC Stock Holding History

Decker Retirement Planning’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	$785K	Buy	33,049 +411	+1%	+$10.1K	0.26%	47
2026 Q2	$817K	Buy	32,638 +1,351	+4%	+$33.8K	0.28%	53
2026 Q1	$785K	Buy	31,287 +1,807	+6%	+$45.8K	0.36%	50
2025 Q4	$747K	Buy	29,480 +67	+0.2%	+$1.71K	0.37%	54
2025 Q3	$749K	Buy	29,413 +4,986	+20%	+$126K	0.41%	55
2025 Q2	$617K	Buy	+24,427	New	+$610K	0.36%	50

Other funds holding SCEC

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

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

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

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Decker Retirement Planning's SCEC Position: Q3 2026 in Review

Decker Retirement Planning increased its Sterling Capital Funds (SCEC) stake by 1.3% in Q3 2026, buying an estimated $10.1K and bringing the position to 33,049 shares worth $785K. The position accounts for 0.26% of the portfolio, ranked #47.

Decker Retirement Planning first reported a position in SCEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $817K in Q2 2026. 10 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

Decker Retirement Planning held 33,049 shares of Sterling Capital Funds worth $785K as of Q3 2026.
Decker Retirement Planning bought 411 Sterling Capital Funds shares in Q3 2026, an estimated $10.1K.
Sterling Capital Funds made up 0.26% of Decker Retirement Planning's portfolio in Q3 2026, its #47 holding.
Decker Retirement Planning first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 6 quarters since.
Decker Retirement Planning's Sterling Capital Funds position peaked at $817K in Q2 2026.
10 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.