Foundations Investment Advisors
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Foundations Investment Advisors’s Sterling Capital Funds SCEC Stock Holding History

Foundations Investment 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 		– Sell
-15,381
Closed -$386K – 1337
2026
Q1 		$386K Buy
+15,381
New +$390K ﹤0.01% 810

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Kingdom Financial Group
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Key Capital Management
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Howard Bailey Securities
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Montgomery Financial Services
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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
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

Foundations Investment Advisors's SCEC Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Sterling Capital Funds (SCEC) in Q2 2026, closing a stake of 15,381 shares — an estimated $386K sold.

Foundations Investment Advisors first reported a position in SCEC in Q1 2026 and held it in 1 quarter. The position peaked at $386K in Q1 2026. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Sterling Capital Funds position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,381 Sterling Capital Funds shares in Q2 2026, an estimated $386K.
  • Foundations Investment Advisors first reported a position in Sterling Capital Funds in Q1 2026 and held it in 1 quarter.
  • Foundations Investment Advisors's Sterling Capital Funds position peaked at $386K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

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