STERLING CAPITAL FUNDS - BBSGX

Sector: Funds · Industry: Investment Company / BDC
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$19.67M
QoQ value delta ($000)
-$434K (-2.16%)
Implied price effect (QoQ)
-0.46%
Shares
Total shares
787,483
QoQ shares delta
-13,648 (-1.7%)
Total shares held by funds (by quarter)

Market chart (BBSGX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
TRUIST FINANCIAL CORP 9,984 399,701 0.01%
AE Wealth Management LLC 6,349 254,171 0.03%
ENVESTNET ASSET MANAGEMENT INC 1,682 67,356 0.0%
Atlanta Consulting Group Advisors, LLC 974 39,021 0.15%
B.O.S.S. Retirement Advisors, LLC 393 15,756 0.11%
Kingdom Financial Group LLC. 222 8,900 0.06%
TOUNJIAN ADVISORY PARTNERS, LLC 22 913 0.01%
EVOLUTION WEALTH MANAGEMENT INC. 18 750 0.01%
UBS Group AG 16 645 0.0%
STRATEGIC INVESTMENT MANAGEMENT, LLC 6 256 0.0%
Sterling Capital Management LLC 0 14 0.0%