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Sterling Capital Funds shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Sterling Capital Funds (SCEP) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Sterling Capital Funds

Tip: Access up to 7 years of quarterly data

All positions including Sterling Capital Funds held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sterling Capital Funds by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 62k 23.57

More positions owned by Lloyd Advisory Services

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

Top funds holding Sterling Capital Funds

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Lloyd Advisory Services
Kingdom Financial Group
Centennial Advisors
FLP Wealth Management
Slagle Financial
FSA Advisors
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View all funds holding Sterling Capital Funds