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Sterling Capital Funds shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in Sterling Capital Funds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sterling Capital Funds by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $139k 5.6k 25.00

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
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 Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Sterling Capital Funds

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

View all funds holding Sterling Capital Funds