MFS
SCEC

Montgomery Financial Services’s Sterling Capital Funds SCEC Stock Holding History

Montgomery Financial 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 		$25.3M Buy
+1,011,169
New +$25.3M 22.01% 1

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FI
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

Montgomery Financial Services's SCEC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Sterling Capital Funds (SCEC) in Q2 2026: 1,011,169 shares worth $25.3M. The stake represents 22.01% of the portfolio and ranks #1 among its holdings.

33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Montgomery Financial Services held 1,011,169 shares of Sterling Capital Funds worth $25.3M as of Q2 2026.
  • Sterling Capital Funds was a new Montgomery Financial Services position in Q2 2026.
  • Sterling Capital Funds made up 22.01% of Montgomery Financial Services's portfolio in Q2 2026, its #1 holding.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.