Key Capital Management
SCNM icon

Key Capital Management’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

Key Capital Management’s Portfolio SCNM Stock Details SCNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Sell
47,857
-424
-0.9% -$10.4K 0.41% 42
2026
Q2 		$1.21M Buy
48,281
+5,383
+13% +$135K 0.63% 28
2026
Q1 		$1.07M Buy
+42,898
New +$1.08M 0.7% 24

Other funds holding SCNM

Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Key Capital Management reduced its Sterling Capital National Municipal Bond ETF (SCNM) stake by 0.88% in Q3 2026, selling an estimated $10.4K and leaving 47,857 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #42.

Key Capital Management first reported a position in SCNM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.21M in Q2 2026. 20 funds tracked by Wall St. Rank hold SCNM as of Q3 2026.

  • Key Capital Management held 47,857 shares of Sterling Capital National Municipal Bond ETF worth $1.13M as of Q3 2026.
  • Key Capital Management sold 424 Sterling Capital National Municipal Bond ETF shares in Q3 2026, an estimated $10.4K.
  • Sterling Capital National Municipal Bond ETF made up 0.41% of Key Capital Management's portfolio in Q3 2026, its #42 holding.
  • Key Capital Management first reported a position in Sterling Capital National Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Key Capital Management's Sterling Capital National Municipal Bond ETF position peaked at $1.21M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Sterling Capital National Municipal Bond ETF as of Q3 2026.

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