DOSSIER · 13F Holders · Q2 2026
BBSGX

STERLING CAP FDS

13 institutions still hold STERLING CAP FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85917K447·13 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
13
filers reporting
Concentration
50.00%
TRUIST FINANCIAL CORP #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported BBSGX in Q2 2026. TRUIST FINANCIAL CORP leads at 50.0% 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
$10M400K0.01%Q2 2026
02
AE Wealth Management LLC
CIK 0001697723
$6M254K0.03%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M67K0.00%Q2 2026
04
Atlanta Consulting Group Advisors, LLC
CIK 0002019038
$975K39K0.15%Q2 2026
05
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$394K16K0.11%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$282K11K0.00%Q1 2026
07
Kingdom Financial Group LLC.
CIK 0001962236
$222K9K0.06%Q2 2026
08
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$23K9130.01%Q2 2026
09
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$19K7500.01%Q2 2026
10
UBS Group AG
CIK 0001610520
$16K6450.00%Q2 2026
11
Golden State Equity Partners
CIK 0001845003
$14K5610.00%Q1 2026
12
STRATEGIC INVESTMENT MANAGEMENT, LLC
CIK 0000846633
$6K2560.00%Q2 2026
13
Sterling Capital Management LLC
CIK 0001329883
$350140.00%Q2 2026