Lloyd Advisory Services’s Sterling Capital Funds SCEC Stock Holding History

Lloyd Advisory Services’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	$2.41M	Sell	96,376 -2,198,139	-96%	-$55M	0.94%	14
2026 Q1	$57.6M	Buy	2,294,515 +2,235,314	+3,776%	+$56.6M	16.47%	1
2025 Q4	$1.5M	Sell	59,201 -4,445	-7%	-$113K	0.58%	31
2025 Q3	$1.62M	Sell	63,646 -5,771	-8%	-$146K	0.76%	26
2025 Q2	$1.75M	Buy	+69,417	New	+$1.73M	0.85%	25

Other funds holding SCEC

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

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

KFG

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

MFS

Montgomery Financial Services Ocean City, Maryland $115M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Lloyd Advisory Services's SCEC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Sterling Capital Funds (SCEC) stake by 96% in Q2 2026, selling an estimated $55M and leaving 96,376 shares worth $2.41M. The position accounts for 0.94% of the portfolio, ranked #14.

Lloyd Advisory Services first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $57.6M in Q1 2026. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

Lloyd Advisory Services held 96,376 shares of Sterling Capital Funds worth $2.41M as of Q2 2026.
Lloyd Advisory Services sold 2,198,139 Sterling Capital Funds shares in Q2 2026, an estimated $55M.
Sterling Capital Funds made up 0.94% of Lloyd Advisory Services's portfolio in Q2 2026, its #14 holding.
Lloyd Advisory Services first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 5 quarters since.
Lloyd Advisory Services's Sterling Capital Funds position peaked at $57.6M in Q1 2026.
34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.