13F Filings History of Sterling Financial Group, Inc.

Latest 13F report
Q3 2025 - 17 Nov 2025
Value $
$315,538,221
Signature - Title
Berkeley Harrison - Chief Compliance Officer
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Sterling Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Financial Group, Inc. reported 73 stock holdings with total value $315,538,221 as of Q3 2025. Top holdings included SPHQ, DIVO, JGRO, INTF, and IBHF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 73 $315,538,221 +$41,485,910 -$37,718,123 +$3,767,787 SPHQ, DIVO, JGRO, INTF, IBHF 13F-HR 17 Nov 2025, 15:47
Q2 2025 71 $297,928,816 +$77,303,127 -$73,236,934 +$4,066,193 SPHQ, JGRO, DIVO, IBHF, INTF 13F-HR 10 Jul 2025, 17:22
Q1 2025 63 $277,397,403 +$18,971,616 -$6,041,202 +$12,930,414 GSLC, BSJQ, DIVO, JGRO, SPLB 13F-HR 15 Apr 2025, 19:13
Q4 2024 65 $268,810,189 +$107,046,640 -$72,719,639 +$34,327,001 GSLC, JGRO, DIVO, BSJQ, SPLB 13F-HR 14 Jan 2025, 17:40
Q3 2024 66 $234,005,701 +$4,603,811 -$925,999 +$3,677,812 JGRO, DIVO, DFAU, BLV, BSJP 13F-HR 22 Oct 2024, 12:42
Q2 2024 64 $220,306,803 +$10,118,796 -$2,626,104 +$7,492,692 JGRO, DIVO, DFAU, BSJP, BLV 13F-HR 15 Jul 2024, 17:07
Q1 2024 64 $210,616,763 +$60,952,048 -$26,748,994 +$34,203,054 JGRO, DIVO, DFAU, BSJP, BLV 13F-HR 10 Apr 2024, 16:15
Q4 2023 62 $168,558,080 +$17,204,173 -$19,744,991 -$2,540,818 JGRO, DFAU, BSJP, BSCR, DIVO 13F-HR 17 Jan 2024, 15:18
Q3 2023 61 $159,236,954 +$18,528,651 -$5,821,508 +$12,707,143 DFAU, JGRO, BSJP, DIVO, BSCR 13F-HR 18 Oct 2023, 20:01
Q2 2023 60 $150,808,068 +$55,829,541 -$43,360,980 +$12,468,561 DFAU, JGRO, DFAI, DIVO, BSJP 13F-HR 07 Sep 2023, 16:24
Q1 2023 52 $121,235,154 $0 $0 $0 JPST, DFAU, BSCQ, DIVO, HAP 13F-HR 07 Sep 2023, 16:16
Q4 2022 52 $130,404,756 $0 $0 $0 JPST, DFAU, BSCQ, DIVO, HAP 13F-HR 29 Aug 2023, 12:48