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

FLP 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 		$2.72M Buy
108,569
+17,584
+19% +$440K 4.83% 2
2026
Q1 		$2.28M Buy
90,985
+14,080
+18% +$357K 4.7% 3
2025
Q4 		$1.95M Buy
76,905
+20,516
+36% +$523K 4.62% 5
2025
Q3 		$1.44M Buy
56,389
+11,789
+26% +$298K 4.05% 7
2025
Q2 		$1.13M Buy
+44,600
New +$1.11M 3.16% 9

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 $3.28B 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
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

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

FLP Wealth Management increased its Sterling Capital Funds (SCEC) stake by 19% in Q2 2026, buying an estimated $440K and bringing the position to 108,569 shares worth $2.72M. The position accounts for 4.83% of the portfolio, ranked #2.

FLP 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.

  • FLP Wealth Management held 108,569 shares of Sterling Capital Funds worth $2.72M as of Q2 2026.
  • FLP Wealth Management bought 17,584 Sterling Capital Funds shares in Q2 2026, an estimated $440K.
  • Sterling Capital Funds made up 4.83% of FLP Wealth Management's portfolio in Q2 2026, its #2 holding.
  • FLP 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 FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.