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Sterling Capital Funds shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Sterling Capital Funds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sterling Capital Funds by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 135k 23.57

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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