Per Stirling Capital Management, LLC. has released its holdings report for the third quarter of 2026, disclosing a total value of approximately $1,051,508,404 in assets under management. This report is crucial as it provides insights into the firm’s investment strategies and the sectors in which it is currently investing.

The firm, based in Austin, Texas, focuses on investment management and advisory services. According to the filing dated November 13, 2026, the report covers the period ending September 30, 2026, and is categorized under the 1934 Act.

Background

Per Stirling Capital Management, LLC. operates within the investment management sector, providing services to various clients. The firm is registered with the SEC under Central Index Key (CIK) number 0001689933. Its recent filings include several 13F-HR reports, with the latest being filed on November 13, 2026. The firm’s business address is 4800 Bee Cave Road, Austin, TX 78746.

What the Filing Says

The filing reveals that Per Stirling Capital Management holds a total of 357 positions in various securities. The total value of these holdings is reported to be $1,051,508,404. The document indicates that the firm has sole investment discretion over these assets, meaning it has full control over the investment decisions related to these holdings.

Impact

This update is significant for investors and analysts who follow the investment management industry. The detailed disclosure of holdings allows stakeholders to gauge the firm’s investment approach and sector preferences. Competitors may closely analyze this report to identify trends and adjust their strategies accordingly.

What's Next

The filing does not specify what actions Per Stirling Capital Management will take next regarding its investment strategy or future filings.

Source: SEC filing accession number 0001689933-26-000007