Root Financial Partners
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Root Financial Partners’s Sterling Capital Funds SCEC Stock Holding History

Root Financial Partners’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
Q3 		$22.5K Buy
+948
New +$23.2K ﹤0.01% 1485
2026
Q2 		– Sell
-948
Closed -$23.8K – 3412
2026
Q1 		$23.8K Hold
948
– – ﹤0.01% 1222
2025
Q4 		$24K Sell
948
-1,851
-66% -$47.2K ﹤0.01% 1084
2025
Q3 		$71.3K Buy
+2,799
New +$70.7K ﹤0.01% 550

Other funds holding SCEC

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LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Root Financial Partners's SCEC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sterling Capital Funds (SCEC) in Q3 2026: 948 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #1485 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCEC as recently as Q1 2026.

Root Financial Partners first reported a position in SCEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.3K in Q3 2025. 7 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

  • Root Financial Partners held 948 shares of Sterling Capital Funds worth $22.5K as of Q3 2026.
  • Sterling Capital Funds was a new Root Financial Partners position in Q3 2026.
  • Sterling Capital Funds made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1485 holding.
  • Root Financial Partners first reported a position in Sterling Capital Funds in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Sterling Capital Funds position peaked at $71.3K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.