Pineridge Advisors
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Pineridge Advisors’s Sterling Capital Funds SCEC Stock Holding History

Pineridge 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
2025
Q3 		$442K Buy
17,366
+1,214
+8% +$30.7K 0.13% 33
2025
Q2 		$408K Buy
+16,152
New +$403K 0.15% 30

Other funds holding SCEC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Pineridge Advisors's SCEC Position: Q3 2025 in Review

Pineridge Advisors increased its Sterling Capital Funds (SCEC) stake by 7.5% in Q3 2025, buying an estimated $30.7K and bringing the position to 17,366 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #33.

Pineridge Advisors first reported a position in SCEC in Q2 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold SCEC as of Q3 2025.

  • Pineridge Advisors held 17,366 shares of Sterling Capital Funds worth $442K as of Q3 2025.
  • Pineridge Advisors bought 1,214 Sterling Capital Funds shares in Q3 2025, an estimated $30.7K.
  • Sterling Capital Funds made up 0.13% of Pineridge Advisors's portfolio in Q3 2025, its #33 holding.
  • Pineridge Advisors first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.