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Disclosery

Sterling Capital Management LLC: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Capital Management LLC on BEN, newest first. How the timeline and the estimate are built.

Sterling Capital Management LLC held 98,279 BEN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,279 shares
    Change vs previous 13F +11,604 shares

    0.06% of the 13F portfolio, value $3,269,742.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,675 shares
    Change vs previous 13F -3,247 shares

    0.04% of the 13F portfolio, value $2,047,264.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,922 shares
    Change vs previous 13F +28,693 shares

    0.03% of the 13F portfolio, value $2,148,237.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,229 shares
    Change vs previous 13F -1,120 shares

    0.02% of the 13F portfolio, value $1,416,227.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 62,349 shares
    Change vs previous 13F +45,140 shares

    0.02% of the 13F portfolio, value $1,487,024.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,209 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $331,273.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,026 shares
    Change vs previous 13F +6,162 shares

    <0.01% of the 13F portfolio, value $345,458.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,910.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).