Key Capital Management
SCEC icon

Key Capital Management’s Sterling Capital Funds SCEC Stock Holding History

Key Capital Management’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 		$34.5M Buy
1,451,297
+134,339
+10% +$3.29M 12.62% 1
2026
Q2 		$33M Buy
1,316,958
+267,940
+26% +$6.7M 16.98% 1
2026
Q1 		$26.3M Buy
1,049,018
+350,839
+50% +$8.89M 17.38% 1
2025
Q4 		$17.7M Buy
+698,179
New +$17.8M 17.54% 1

Other funds holding SCEC

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
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
Spectrum Advisors
Spectrum Advisors Plano, Texas $143M AUM

Key Capital Management's SCEC Position: Q3 2026 in Review

Key Capital Management increased its Sterling Capital Funds (SCEC) stake by 10% in Q3 2026, buying an estimated $3.29M and bringing the position to 1,451,297 shares worth $34.5M. The position accounts for 12.62% of the portfolio, ranked #1.

Key Capital Management first reported a position in SCEC in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

  • Key Capital Management held 1,451,297 shares of Sterling Capital Funds worth $34.5M as of Q3 2026.
  • Key Capital Management bought 134,339 Sterling Capital Funds shares in Q3 2026, an estimated $3.29M.
  • Sterling Capital Funds made up 12.62% of Key Capital Management's portfolio in Q3 2026, its #1 holding.
  • Key Capital Management first reported a position in Sterling Capital Funds in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.