Sterling Cap Fds (BBSGX) institutional ownership
STERLING CAP FDS · 13F, 2026Q2
| Managers holding | 11 |
|---|---|
| Shares held | 787,483 |
| Reported value | $19.7m |
| Quarter flows | 5 new, 2 added, 3 trimmed, 3 exited |
Top 11 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| TRUIST FINANCIAL CORP | 399,701 | $10.0m | 0.0% |
| AE Wealth Management LLC | 254,171 | $6.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 67,356 | $1.7m | 0.0% |
| Atlanta Consulting Group Advisors, LLC | 39,021 | $974,745 | 0.2% |
| B.O.S.S. Retirement Advisors, LLC | 15,756 | $393,574 | 0.1% |
| Kingdom Financial Group LLC. | 8,900 | $222,332 | 0.1% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 913 | $22,810 | 0.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 750 | $18,735 | 0.0% |
| UBS Group AG | 645 | $16,112 | 0.0% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 256 | $6,395 | 0.0% |
| Sterling Capital Management LLC | 14 | $350 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("BBSGX"). BBSGX price history · All 13F data