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 | Added to | 402,287 | 9,892 | 0.01% | 0.01% | 1 | +2,586 | 0.65% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 254,171 | 6,349 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 67,356 | 1,682 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 39,021 | 974 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 15,107 | 371 | 0.11% | 0.11% | 5 | -649 | -4.12% | Q3 2026 | Oct 26, 2026 |
| Kingdom Financial Group LLC. | History | No change | 8,900 | 222 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 913 | 22 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 750 | 18 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| UBS Group AG | History | No change | 645 | 16 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 575 | 14 | 0.0% | — | 10 | +575 | New | Q3 2026 | Nov 03, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q3 2026 | Oct 22, 2026 |