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Quest 10 Wealth Builders’s Sterling Capital Funds SCEC Stock Holding History

Quest 10 Wealth Builders’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 		$3.77M Buy
150,732
+33,610
+29% +$841K 2.93% 7
2026
Q1 		$2.94M Sell
117,122
-4,214
-3% -$107K 2.58% 8
2025
Q4 		$3.08M Buy
121,336
+14,362
+13% +$366K 2.75% 7
2025
Q3 		$2.73M Buy
106,974
+12,142
+13% +$307K 2.51% 8
2025
Q2 		$2.4M Buy
+94,832
New +$2.37M 2.33% 8

Other funds holding SCEC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWA Asset Management Group
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
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Quest 10 Wealth Builders's SCEC Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Sterling Capital Funds (SCEC) stake by 29% in Q2 2026, buying an estimated $841K and bringing the position to 150,732 shares worth $3.77M. The position accounts for 2.93% of the portfolio, ranked #7.

Quest 10 Wealth Builders first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Quest 10 Wealth Builders held 150,732 shares of Sterling Capital Funds worth $3.77M as of Q2 2026.
  • Quest 10 Wealth Builders bought 33,610 Sterling Capital Funds shares in Q2 2026, an estimated $841K.
  • Sterling Capital Funds made up 2.93% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #7 holding.
  • Quest 10 Wealth Builders first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.