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 | New | 429,681 | 10,782 | 0.01% | — | 1 | +429,681 | New | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | New | 258,611 | 6,489 | 0.04% | — | 2 | +258,611 | New | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 65,313 | 1,639 | 0.0% | — | 3 | +65,313 | New | Q1 2026 | May 04, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 17,246 | 432 | 0.13% | — | 4 | +17,246 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,247 | 282 | 0.0% | — | 5 | +11,247 | New | Q1 2026 | May 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8,861 | 222 | 0.06% | — | 6 | +8,861 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 8,861 | 222 | 0.06% | — | 7 | +8,861 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 750 | 18 | 0.01% | — | 8 | +750 | New | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 561 | 14 | 0.0% | — | 9 | +561 | New | Q1 2026 | Apr 28, 2026 |