NA
SCEC

Networth Advisors’s Sterling Capital Funds SCEC Stock Holding History

Networth Advisors’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 		$235K Buy
9,394
+241
+3% +$6.03K 0.14% 56
2026
Q1 		$230K Sell
9,153
-288
-3% -$7.3K 0.16% 53
2025
Q4 		$239K Buy
+9,441
New +$241K 0.18% 51

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
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
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

Networth Advisors's SCEC Position: Q2 2026 in Review

Networth Advisors increased its Sterling Capital Funds (SCEC) stake by 2.6% in Q2 2026, buying an estimated $6.03K and bringing the position to 9,394 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #56.

Networth Advisors first reported a position in SCEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Networth Advisors held 9,394 shares of Sterling Capital Funds worth $235K as of Q2 2026.
  • Networth Advisors bought 241 Sterling Capital Funds shares in Q2 2026, an estimated $6.03K.
  • Sterling Capital Funds made up 0.14% of Networth Advisors's portfolio in Q2 2026, its #56 holding.
  • Networth Advisors first reported a position in Sterling Capital Funds in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Sterling Capital Funds position peaked at $239K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.