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Global Wealth Management Investment Advisory’s Sterling Capital Funds SCEC Stock Holding History

Global Wealth Management Investment Advisory’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 		$6.61M Buy
263,960
+22,603
+9% +$566K 0.94% 34
2026
Q1 		$6.05M Sell
241,357
-17,636
-7% -$447K 0.95% 31
2025
Q4 		$6.57M Sell
258,993
-6,180
-2% -$158K 1.05% 25
2025
Q3 		$6.76M Sell
265,173
-2,617
-1% -$66.1K 1.13% 21
2025
Q2 		$6.77M Buy
+267,790
New +$6.68M 1.27% 19

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
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCEC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Sterling Capital Funds (SCEC) stake by 9.4% in Q2 2026, buying an estimated $566K and bringing the position to 263,960 shares worth $6.61M. The position accounts for 0.94% of the portfolio, ranked #34.

Global Wealth Management Investment Advisory first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.77M in Q2 2025. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Global Wealth Management Investment Advisory held 263,960 shares of Sterling Capital Funds worth $6.61M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 22,603 Sterling Capital Funds shares in Q2 2026, an estimated $566K.
  • Sterling Capital Funds made up 0.94% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #34 holding.
  • Global Wealth Management Investment Advisory first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 5 quarters since.
  • Global Wealth Management Investment Advisory's Sterling Capital Funds position peaked at $6.77M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.