Kingdom Financial Group
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Kingdom Financial Group’s Sterling Capital Funds SCEC Stock Holding History

Kingdom Financial Group’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 		$59.5M Buy
2,375,988
+81,473
+4% +$2.04M 15.19% 1
2026
Q1 		$57.6M Buy
2,294,515
+104,518
+5% +$2.65M 16.47% 1
2025
Q4 		$55.5M Buy
2,189,997
+404,462
+23% +$10.3M 17.16% 1
2025
Q3 		$45.5M Buy
1,785,535
+46,522
+3% +$1.17M 27.82% 1
2025
Q2 		$44M Buy
+1,739,013
New +$43.4M 38.4% 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 $3.39B AUM 25.16% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $115M 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 $703M AUM 20.48% 1-Year Est. Return
FWG Investments
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

Kingdom Financial Group's SCEC Position: Q2 2026 in Review

Kingdom Financial Group increased its Sterling Capital Funds (SCEC) stake by 3.6% in Q2 2026, buying an estimated $2.04M and bringing the position to 2,375,988 shares worth $59.5M. The position accounts for 15.19% of the portfolio, ranked #1.

Kingdom Financial Group 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.

  • Kingdom Financial Group held 2,375,988 shares of Sterling Capital Funds worth $59.5M as of Q2 2026.
  • Kingdom Financial Group bought 81,473 Sterling Capital Funds shares in Q2 2026, an estimated $2.04M.
  • Sterling Capital Funds made up 15.19% of Kingdom Financial Group's portfolio in Q2 2026, its #1 holding.
  • Kingdom Financial Group 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 Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.