DOSSIER · 13F Holders · Q1 2026
BBSGX

STERLING CAP FDS

10 institutions still hold STERLING CAP FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85917K447·10 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$20M
visible holders
Holders
10
filers reporting
Concentration
53.72%
TRUIST FINANCIAL CORP #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported BBSGX in Q1 2026. TRUIST FINANCIAL CORP leads at 53.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TRUIST FINANCIAL CORP
CIK 0000092230
$11M430K0.01%Q1 2026
02
AE Wealth Management LLC
CIK 0001697723
$6M259K0.04%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M65K0.00%Q1 2026
04
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$394K16K0.11%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$282K11K0.00%Q1 2026
06
Kingdom Financial Group LLC.
CIK 0001962236
$222K9K0.06%Q1 2026
07
Lloyd Advisory Services, LLC.
CIK 0001802474
$222K9K0.06%Q1 2026
08
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$19K7500.01%Q2 2026
09
Golden State Equity Partners
CIK 0001845003
$14K5610.00%Q1 2026
10
STRATEGIC INVESTMENT MANAGEMENT, LLC
CIK 0000846633
$6K2560.00%Q2 2026