KFG
SCSB

Kingdom Financial Group’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

Kingdom Financial Group’s Portfolio SCSB Stock Details SCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
8,900
+39
+0.4% +$975 0.06% 143
2026
Q1 		$222K Buy
+8,861
New +$222K 0.06% 142

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

Kingdom Financial Group increased its Sterling Capital Short Duration Bond ETF (SCSB) stake by 0.44% in Q2 2026, buying an estimated $975 and bringing the position to 8,900 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #143.

Kingdom Financial Group first reported a position in SCSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

  • Kingdom Financial Group held 8,900 shares of Sterling Capital Short Duration Bond ETF worth $222K as of Q2 2026.
  • Kingdom Financial Group bought 39 Sterling Capital Short Duration Bond ETF shares in Q2 2026, an estimated $975.
  • Sterling Capital Short Duration Bond ETF made up 0.06% of Kingdom Financial Group's portfolio in Q2 2026, its #143 holding.
  • Kingdom Financial Group first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingdom Financial Group's Sterling Capital Short Duration Bond ETF position peaked at $222K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.