Truist Financial
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Truist Financial’s Sterling Capital Funds SCEC Stock Holding History

Truist Financial’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
Q1 		– Sell
-20,737
Closed -$526K – 2938
2025
Q4 		$526K Buy
20,737
+9,392
+83% +$239K ﹤0.01% 2022
2025
Q3 		$289K Buy
+11,345
New +$287K ﹤0.01% 2342

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Kingdom Financial Group
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Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $189M AUM 18.47% 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
Spectrum Advisors
Spectrum Advisors Plano, Texas $141M AUM

Truist Financial's SCEC Position: Q1 2026 in Review

Truist Financial sold out of Sterling Capital Funds (SCEC) in Q1 2026, closing a stake of 20,737 shares — an estimated $526K sold.

Truist Financial first reported a position in SCEC in Q3 2025 and held it in 2 quarters. The position peaked at $526K in Q4 2025. 32 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

  • Truist Financial reported no remaining Sterling Capital Funds position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 20,737 Sterling Capital Funds shares in Q1 2026, an estimated $526K.
  • Truist Financial first reported a position in Sterling Capital Funds in Q3 2025 and held it in 2 quarters.
  • Truist Financial's Sterling Capital Funds position peaked at $526K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.