KCM
SCEC

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
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAMG
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
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
SW
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

Key Capital Management's SCEC Position: Q2 2026 in Review

Key Capital Management increased its Sterling Capital Funds (SCEC) stake by 26% in Q2 2026, buying an estimated $6.7M and bringing the position to 1,316,958 shares worth $33M. The position accounts for 16.98% of the portfolio, ranked #1.

Key Capital Management first reported a position in SCEC in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Key Capital Management held 1,316,958 shares of Sterling Capital Funds worth $33M as of Q2 2026.
  • Key Capital Management bought 267,940 Sterling Capital Funds shares in Q2 2026, an estimated $6.7M.
  • Sterling Capital Funds made up 16.98% of Key Capital Management's portfolio in Q2 2026, its #1 holding.
  • Key Capital Management first reported a position in Sterling Capital Funds in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.