Triad Wealth Partners
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Triad Wealth Partners’s Sterling Capital Funds SCEC Stock Holding History

Triad Wealth 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
Q2 		– Sell
-37,389
Closed -$938K – 618
2026
Q1 		$938K Buy
+37,389
New +$947K 0.07% 180

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Triad Wealth Partners's SCEC Position: Q2 2026 in Review

Triad Wealth Partners sold out of Sterling Capital Funds (SCEC) in Q2 2026, closing a stake of 37,389 shares — an estimated $938K sold.

Triad Wealth Partners first reported a position in SCEC in Q1 2026 and held it in 1 quarter. The position peaked at $938K in Q1 2026. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Triad Wealth Partners reported no remaining Sterling Capital Funds position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 37,389 Sterling Capital Funds shares in Q2 2026, an estimated $938K.
  • Triad Wealth Partners first reported a position in Sterling Capital Funds in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's Sterling Capital Funds position peaked at $938K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.