LifeWealth Investments’s Sterling Capital Funds SCEC Stock Holding History

LifeWealth Investments’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	$23.4M	Buy	985,939 +89,408	+10%	+$2.19M	6.51%	3
2026 Q2	$22.4M	Buy	896,531 +133,574	+18%	+$3.34M	6%	3
2026 Q1	$19.1M	Buy	762,957 +183,850	+32%	+$4.66M	5.71%	3
2025 Q4	$14.7M	Buy	579,107 +44,778	+8%	+$1.14M	4.65%	3
2025 Q3	$13.6M	Buy	534,329 +65,647	+14%	+$1.66M	4.49%	4
2025 Q2	$11.8M	Buy	+468,682	New	+$11.7M	4.31%	4

Other funds holding SCEC

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Montgomery Financial Services Ocean City, Maryland $121M AUM

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return

Spectrum Advisors Plano, Texas $143M AUM

LifeWealth Investments's SCEC Position: Q3 2026 in Review

LifeWealth Investments increased its Sterling Capital Funds (SCEC) stake by 10% in Q3 2026, buying an estimated $2.19M and bringing the position to 985,939 shares worth $23.4M. The position accounts for 6.51% of the portfolio, ranked #3.

LifeWealth Investments first reported a position in SCEC in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

LifeWealth Investments held 985,939 shares of Sterling Capital Funds worth $23.4M as of Q3 2026.
LifeWealth Investments bought 89,408 Sterling Capital Funds shares in Q3 2026, an estimated $2.19M.
Sterling Capital Funds made up 6.51% of LifeWealth Investments's portfolio in Q3 2026, its #3 holding.
LifeWealth Investments first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on LifeWealth Investments's 13F filing for Q3 2026, filed 21 Oct 2026.