STERLING CAP FDS (SCSB)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
11
Reporting holders
$19.7M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $10.0M | 399,701 | 0.01% | 2q | -7.0%-$748.9K |
| AE Wealth Management LLC | $6.3M | 254,171 | 0.03% | 2q | -1.7%-$110.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 67,356 | 0.00% | 2q | +3.1%+$51.0K |
| Atlanta Consulting Group Advisors, LLC | $974.7K | 39,021 | 0.15% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $393.6K | 15,756 | 0.11% | 2q | -8.6%-$37.2K |
| Kingdom Financial Group LLC. | $222.3K | 8,900 | 0.06% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $22.8K | 913 | 0.01% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $18.7K | 750 | 0.01% | 2q | HELD |
| UBS Group AG | $16.1K | 645 | 0.00% | new | NEW |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $6.4K | 256 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $350 | 14 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-13 | 13G/A | TRUIST FINANCIAL CORP | 30.6% |
| 2026-07-10 | 13G/A | TRUIST FINANCIAL CORP | 30.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $19.7M | 787,483 | 5 | 1 | 3 | 0.0% |
| Q1 2026 | 9 | $20.1M | 801,131 | 9 | 0 | 0 | 0.0% |