GA
SCEC

Guerra Advisors’s Sterling Capital Funds SCEC Stock Holding History

Guerra 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
2025
Q3 		$462K Buy
18,127
+355
+2% +$8.97K 0.17% 69
2025
Q2 		$449K Buy
+17,772
New +$443K 0.21% 64

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GWMIA
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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Guerra Advisors's SCEC Position: Q3 2025 in Review

Guerra Advisors increased its Sterling Capital Funds (SCEC) stake by 2% in Q3 2025, buying an estimated $8.97K and bringing the position to 18,127 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #69.

Guerra Advisors first reported a position in SCEC in Q2 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold SCEC as of Q3 2025.

  • Guerra Advisors held 18,127 shares of Sterling Capital Funds worth $462K as of Q3 2025.
  • Guerra Advisors bought 355 Sterling Capital Funds shares in Q3 2025, an estimated $8.97K.
  • Sterling Capital Funds made up 0.17% of Guerra Advisors's portfolio in Q3 2025, its #69 holding.
  • Guerra Advisors first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.