BBSGX STERLING CAP FDS: institutional ownership and insider trading
10 funds reported holding $19.7M of STERLING CAP FDS in their latest 13F filings; in Q2 2026 funds net sold $341K, with 5 new positions and 3 funds selling out.
Largest institutional holders of BBSGX
- TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $9.98M
- AE Wealth Management LLC — $6.35M
- ENVESTNET ASSET MANAGEMENT INC — $1.68M
- Atlanta Consulting Group Advisors, LLC — $975K
- B.O.S.S. Retirement Advisors, LLC — $394K
- Kingdom Financial Group LLC. — $222K
- TOUNJIAN ADVISORY PARTNERS, LLC — $22.8K
- EVOLUTION WEALTH MANAGEMENT INC. — $18.7K
- UBS Group AG (UBS) — $16.1K
- Sterling Capital Management LLC — $369
5%+ owners
- TRUIST FINANCIAL CORP: 30.6% (Schedule 13G/A, filed Jul 13, 2026)
Who owns the most BBSGX stock?
The largest institutional holders of STERLING CAP FDS in the latest 13F filings are TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) ($9.98M), AE Wealth Management LLC ($6.35M), ENVESTNET ASSET MANAGEMENT INC ($1.68M).