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Howard Bailey Securities’s Sterling Capital Funds SCEC Stock Holding History

Howard Bailey Securities’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 		$32.4M Buy
1,295,101
+118,837
+10% +$2.97M 12.16% 2
2026
Q1 		$29.5M Buy
1,176,264
+56,068
+5% +$1.42M 12.13% 1
2025
Q4 		$28.4M Buy
1,120,196
+30,956
+3% +$789K 11.19% 2
2025
Q3 		$27.8M Buy
1,089,240
+48,081
+5% +$1.21M 7.9% 2
2025
Q2 		$26.3M Buy
+1,041,159
New +$26M 8.11% 1

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
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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Howard Bailey Securities's SCEC Position: Q2 2026 in Review

Howard Bailey Securities increased its Sterling Capital Funds (SCEC) stake by 10% in Q2 2026, buying an estimated $2.97M and bringing the position to 1,295,101 shares worth $32.4M. The position accounts for 12.16% of the portfolio, ranked #2.

Howard Bailey Securities 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.

  • Howard Bailey Securities held 1,295,101 shares of Sterling Capital Funds worth $32.4M as of Q2 2026.
  • Howard Bailey Securities bought 118,837 Sterling Capital Funds shares in Q2 2026, an estimated $2.97M.
  • Sterling Capital Funds made up 12.16% of Howard Bailey Securities's portfolio in Q2 2026, its #2 holding.
  • Howard Bailey Securities 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 Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.