Truist Financial (NYSE: TFC) discloses 30.56% beneficial ownership in Sterling Capital Funds ETF

Rhea-AI Filing Summary

Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc. and Truist Bank in various fiduciary capacities, reports beneficial ownership of shares of Sterling Capital Funds Exchange Traded Fund with CUSIP 85917K447.

Truist reports beneficial ownership of 399,701 shares, representing 30.56% of the fund’s outstanding class. Of these, Truist has sole power to vote or direct the vote for 313,815 shares and shared voting power over 18,530 shares. It has sole power to dispose or direct the disposition of 399,701 shares and no shared dispositive power.

Insights

Institutional ownership analyst

Truist discloses a sizable, largely controlled stake held in fiduciary and advisory roles.

Truist Financial Corporation reports beneficial ownership of 30.56% of the Sterling Capital Funds ETF, totaling 399,701 shares. Most of this position carries sole voting and dispositive power, indicating strong control over how these shares are voted and managed.

The filing clarifies that Truist acts as a parent holding company for Truist Advisory Services, Inc. and Truist Bank in various fiduciary capacities, meaning much of this stake is managed on behalf of clients. The disclosure is informational about concentrated institutional ownership rather than a change in control or strategy.

Key Figures

Shares beneficially owned: 399,701 shares Percent of class: 30.56 % Sole voting power: 313,815 shares +3 more

6 metrics

Shares beneficially owned 399,701 shares Beneficial ownership of Sterling Capital Funds ETF reported by Truist Financial

Percent of class 30.56 % Portion of Sterling Capital Funds ETF class beneficially owned

Sole voting power 313,815 shares Shares for which Truist can solely vote or direct the vote

Shared voting power 18,530 shares Shares for which Truist shares power to vote or direct the vote

Sole dispositive power 399,701 shares Shares for which Truist can solely dispose or direct disposition

Shared dispositive power 0 shares Shares for which Truist has shared dispositive power

Key Terms

beneficially owned, sole power to vote or to direct the vote, shared power to vote or to direct the vote, sole power to dispose or to direct the disposition, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 399701"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole power to vote or to direct the vote financial

"Sole power to vote or to direct the vote: 313815"

shared power to vote or to direct the vote financial

"Shared power to vote or to direct the vote: 18530"

sole power to dispose or to direct the disposition financial

"Sole power to dispose or to direct the disposition of: 399701"

fiduciary capacities financial

"Truist Bank in various fiduciary capacities"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/11/2026 - 02:02 PM Accepted by SEC EDGAR 07/10/2026 - 02:38 PM Learn about SEC filing dates

FAQ

What ownership stake in Sterling Capital Funds ETF does Truist Financial (TFC) report?

Truist Financial reports beneficial ownership of 399,701 shares of Sterling Capital Funds Exchange Traded Fund, representing 30.56% of the outstanding class, according to the Schedule 13G/A filing.

How much voting power does Truist Financial (TFC) have in Sterling Capital Funds ETF?

Truist Financial has sole voting power over 313,815 shares and shared voting power over 18,530 shares of Sterling Capital Funds Exchange Traded Fund, as disclosed in the ownership section.

What dispositive power over Sterling Capital Funds ETF shares does Truist Financial (TFC) report?

Truist Financial reports sole dispositive power over 399,701 shares and no shared dispositive power in Sterling Capital Funds Exchange Traded Fund, indicating it can direct the disposition of the entire reported position.

In what capacity is Truist Financial (TFC) reporting its Sterling Capital Funds ETF ownership?

Truist Financial files as a parent holding company for Truist Advisory Services, Inc., an affiliated registered investment advisor, and Truist Bank in various fiduciary capacities regarding the Sterling Capital Funds ETF position.

What is the CUSIP and security type disclosed for Sterling Capital Funds in the Truist (TFC) Schedule 13G/A?

The filing identifies Sterling Capital Funds as an Exchange Traded Fund with CUSIP 85917K447, and reports Truist Financial’s beneficial ownership in that specific class of securities.

When was the Schedule 13G/A regarding Sterling Capital Funds signed on behalf of Truist Financial (TFC)?

The Schedule 13G/A was signed by Edward M. Kwiatkowski, Vice President, on 07/10/2026, confirming the reported ownership information as of that date.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

STERLING CAPITAL FUNDS

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

85917K447

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 85917K447

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 313,815.00
6	Shared Voting Power 18,530.00
7	Sole Dispositive Power 399,701.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

399,701.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

30.6 %

12

Type of Reporting Person (See Instructions)

IA, HC, BK

SCHEDULE 13G

Item 1.
(a)	Name of issuer: STERLING CAPITAL FUNDS
(b)	Address of issuer's principal executive offices: 434 FAYETTEVILLE ST, 434 FAYETTEVILLE ST, RALEIGH, NORTH CAROLINA, 27601.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor and Truist Bank in various fiduciary capacities
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation; Truist Bank is North Carolina Commercial Banking Association
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 85917K447
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 399701
(b)	Percent of class: 30.56 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 313815
	(ii) Shared power to vote or to direct the vote: 18530
	(iii) Sole power to dispose or to direct the disposition of: 399701
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

Signature:	Edward M. Kwiatkowski
Name/Title:	Vice President
Date:	07/10/2026