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Transce3nd’s Sterling Capital Funds SCEC Stock Holding History

Transce3nd’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 		– Sell
-93,816
Closed -$2.37M – 1216
2025
Q2 		$2.37M Buy
+93,816
New +$2.34M 1% 16

Other funds holding SCEC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KFG
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
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 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
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Transce3nd's SCEC Position: Q3 2025 in Review

Transce3nd sold out of Sterling Capital Funds (SCEC) in Q3 2025, closing a stake of 93,816 shares — an estimated $2.37M sold.

Transce3nd first reported a position in SCEC in Q2 2025 and held it in 1 quarter. The position peaked at $2.37M in Q2 2025. 26 funds tracked by Wall St. Rank hold SCEC as of Q3 2025.

  • Transce3nd reported no remaining Sterling Capital Funds position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 93,816 Sterling Capital Funds shares in Q3 2025, an estimated $2.37M.
  • Transce3nd first reported a position in Sterling Capital Funds in Q2 2025 and held it in 1 quarter.
  • Transce3nd's Sterling Capital Funds position peaked at $2.37M in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.