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SCMCSCMC
2 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in STERLING CAP FDS

AE Wealth Management LLC holds 4.4M shares of SCMC (STERLING CAP FDS), worth $111.2M as of 2026-Q2. The position was increased (+10.6% shares). SCMC represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$111.2M

Current Shares

4.4M

Total Value Change

+$11.2M

Total Shares Change

+424,305

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+10.6%
$111.2M0.5%$24.91
47
2026-Q1
New
4M
-
$100M0.5%$24.47
58

Other major holders of SCMC: TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, JANE STREET GROUP, LLC

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