Simplicity Wealth’s Sterling Capital Funds SCEC Stock Holding History

Simplicity Wealth’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	$16M	Buy	+639,079	New	+$16M	0.54%	41

Other funds holding SCEC

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Montgomery Financial Services Ocean City, Maryland $115M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Simplicity Wealth's SCEC Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Sterling Capital Funds (SCEC) in Q2 2026: 639,079 shares worth $16M. The stake represents 0.54% of the portfolio and ranks #41 among its holdings.

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

Simplicity Wealth held 639,079 shares of Sterling Capital Funds worth $16M as of Q2 2026.
Sterling Capital Funds was a new Simplicity Wealth position in Q2 2026.
Sterling Capital Funds made up 0.54% of Simplicity Wealth's portfolio in Q2 2026, its #41 holding.
33 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.