As of the latest SEC filings, STERLING BANCORP INC/MI (SBT) is held by 69 institutional funds. The largest fund shareholder is Schwab Small-Cap Index Fund (SWSSX), holding an estimated $6,473.55 in market value, representing a significant portion of its portfolio.
Funds holding STERLING BANCORP INC/MI (SBT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SBT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $6,473.55 | 46,061 | Apr 30, 2026 | Jun 25, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $1,368.61 | 9,738 | Apr 30, 2026 | Jun 25, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $239.40 | 23,940 | Apr 30, 2026 | Jun 24, 2026 |
|
-
TIAA Separate Account VA-1 - Stock Index Account
|
ETF | TIAA / Nuveen | 0.00% | $35.71 | 3,571 | Mar 31, 2026 | May 28, 2026 |
|
USMIX
Victory Extended Market Index Fund
|
MF | Independent / Boutique | 0.00% | $21.17 | 2,117 | Apr 30, 2026 | Jun 25, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10.49 | 1,048,885 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $5.81 | 580,763 | Mar 31, 2026 | May 28, 2026 |
|
TLSTX
Nuveen Life Stock Index Fund
|
MF | TIAA / Nuveen | 0.00% | $3.46 | 346 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2.70 | 269,676 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $2.07 | 207,134 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1.02 | 102,043 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $1.00 | 99,637 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $0.47 | 46,554 | Mar 31, 2026 | May 28, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $0.44 | 44,132 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $0.35 | 35,279 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $0.26 | 26,068 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $0.15 | 14,650 | Feb 28, 2026 | Apr 28, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $0.15 | 15,111 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $0.12 | 12,013 | Mar 31, 2026 | May 28, 2026 |
|
BSIVX
BlackRock Small Cap Index V.I. Fund
|
MF | BlackRock / iShares | 0.00% | $0.03 | 3,482 | Mar 31, 2026 | May 28, 2026 |
|
VTHR
VANGUARD RUSSELL 3000 INDEX FUND
|
ETF | Vanguard | 0.00% | $0.02 | 1,575 | Feb 28, 2026 | Apr 28, 2026 |
|
BSMIX
iShares Russell Small/Mid-Cap Index Fund
|
MF | BlackRock / iShares | 0.00% | $0.02 | 2,210 | Apr 30, 2026 | Jun 25, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $0.01 | 14,600 | Mar 31, 2026 | May 18, 2026 |
|
-
Small-Cap Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $0.01 | 5,290 | Mar 31, 2026 | May 27, 2026 |
|
-
PD Small-Cap Value Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $0.01 | 6,393 | Mar 31, 2026 | May 27, 2026 |
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