STERLING CAPITAL FUNDS - BBSGX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | History | Reduced | 399,701 | 9,984 | 0.01% | 0.01% | 1 | -29,980 | -6.98% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 254,171 | 6,349 | 0.03% | 0.04% | 2 | -4,440 | -1.72% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 67,356 | 1,682 | 0.0% | 0.0% | 3 | +2,043 | 3.13% | Q2 2026 | Aug 03, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 39,021 | 974 | 0.15% | — | 4 | +39,021 | New | Q2 2026 | Aug 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 15,756 | 393 | 0.11% | 0.13% | 5 | -1,490 | -8.64% | Q2 2026 | Jul 20, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 8,900 | 222 | 0.06% | 0.06% | 6 | +39 | 0.44% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 913 | 22 | 0.01% | — | 7 | +913 | New | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 750 | 18 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | New | 645 | 16 | 0.0% | — | 9 | +645 | New | Q2 2026 | Aug 13, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | New | 256 | 6 | 0.0% | — | 10 | +256 | New | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,247 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,861 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -561 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Sterling Capital Management LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 28, 2026 |