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FSA Advisors’s Sterling Capital Funds SCEC Stock Holding History

FSA 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 		$1.63M Buy
65,204
+324
+0.5% +$8.11K 0.75% 33
2026
Q1 		$1.63M Sell
64,880
-1,933
-3% -$49K 1.07% 24
2025
Q4 		$1.69M Buy
66,813
+3,922
+6% +$100K 1.18% 18
2025
Q3 		$1.6M Buy
62,891
+5,259
+9% +$133K 1.27% 21
2025
Q2 		$1.46M Buy
+57,632
New +$1.44M 1.18% 21

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

FSA Advisors's SCEC Position: Q2 2026 in Review

FSA Advisors increased its Sterling Capital Funds (SCEC) stake by 0.5% in Q2 2026, buying an estimated $8.11K and bringing the position to 65,204 shares worth $1.63M. The position accounts for 0.75% of the portfolio, ranked #33.

FSA Advisors first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2025. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • FSA Advisors held 65,204 shares of Sterling Capital Funds worth $1.63M as of Q2 2026.
  • FSA Advisors bought 324 Sterling Capital Funds shares in Q2 2026, an estimated $8.11K.
  • Sterling Capital Funds made up 0.75% of FSA Advisors's portfolio in Q2 2026, its #33 holding.
  • FSA Advisors first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 5 quarters since.
  • FSA Advisors's Sterling Capital Funds position peaked at $1.69M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

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