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Sterling Capital Funds shares owned by AE Wealth Management

Quarter-by-quarter ownership of Sterling Capital Funds (SCEP) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Sterling Capital Funds

Tip: Access up to 7 years of quarterly data

All positions including Sterling Capital Funds held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sterling Capital Funds by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $131M 5.5M 23.57

More positions owned by AE Wealth Management

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Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for AE Wealth Management

Top funds holding Sterling Capital Funds

AE Wealth Management
Key Capital Management
Envestnet Asset Management
Branch Banking & Trust Company
LifeWealth Investments
Simplicity Wealth
B.O.S.S. Retirement Advisors
Quest 10 Wealth Builders
Lloyd Advisory Services
Kingdom Financial Group
Centennial Advisors
FLP Wealth Management
Slagle Financial
FSA Advisors
Raleigh Capital Management

View all funds holding Sterling Capital Funds