J.W. Cole Advisors
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J.W. Cole Advisors’s Sterling Capital Funds SCEC Stock Holding History

J.W. Cole 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
Q3 		$638K Sell
26,859
-11
-0% -$269 0.01% 914
2026
Q2 		$673K Buy
+26,870
New +$672K 0.01% 907

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Howard Bailey Securities
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Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
LifeWealth Investments
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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
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return

J.W. Cole Advisors's SCEC Position: Q3 2026 in Review

J.W. Cole Advisors reduced its Sterling Capital Funds (SCEC) stake by 0.04% in Q3 2026, selling an estimated $269 and leaving 26,859 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #914.

J.W. Cole Advisors first reported a position in SCEC in Q2 2026 and has held it in 2 quarters since. The position peaked at $673K in Q2 2026. 21 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

  • J.W. Cole Advisors held 26,859 shares of Sterling Capital Funds worth $638K as of Q3 2026.
  • J.W. Cole Advisors sold 11 Sterling Capital Funds shares in Q3 2026, an estimated $269.
  • Sterling Capital Funds made up 0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #914 holding.
  • J.W. Cole Advisors first reported a position in Sterling Capital Funds in Q2 2026 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Sterling Capital Funds position peaked at $673K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.