Simplicity Wealth
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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
Q3 		$16.1M Buy
677,115
+38,036
+6% +$932K 0.47% 47
2026
Q2 		$16M Buy
+639,079
New +$16M 0.54% 41

Other funds holding SCEC

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Spectrum Advisors
Spectrum Advisors Plano, Texas $143M AUM

Simplicity Wealth's SCEC Position: Q3 2026 in Review

Simplicity Wealth increased its Sterling Capital Funds (SCEC) stake by 6% in Q3 2026, buying an estimated $932K and bringing the position to 677,115 shares worth $16.1M. The position accounts for 0.47% of the portfolio, ranked #47.

Simplicity Wealth first reported a position in SCEC in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold SCEC as of Q3 2026.

  • Simplicity Wealth held 677,115 shares of Sterling Capital Funds worth $16.1M as of Q3 2026.
  • Simplicity Wealth bought 38,036 Sterling Capital Funds shares in Q3 2026, an estimated $932K.
  • Sterling Capital Funds made up 0.47% of Simplicity Wealth's portfolio in Q3 2026, its #47 holding.
  • Simplicity Wealth first reported a position in Sterling Capital Funds in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.