AF
SBC

Allworth Financial’s SBC Medical Group SBC Stock Holding History

Allworth Financial’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9 Sell
2
-1
-33% -$4 ﹤0.01% 5156
2025
Q4 		$14 Sell
3
-3
-50% -$11 ﹤0.01% 4943
2025
Q3 		$27 Buy
+6
New +$27 ﹤0.01% 4805

Other funds holding SBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial's SBC Position: Q1 2026 in Review

Allworth Financial reduced its SBC Medical Group (SBC) stake by 33% in Q1 2026, selling an estimated $4 and leaving 2 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #5156.

Allworth Financial first reported a position in SBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $27 in Q3 2025. 50 funds tracked by Wall St. Rank hold SBC as of Q1 2026.

  • Allworth Financial held 2 shares of SBC Medical Group worth $9 as of Q1 2026.
  • Allworth Financial sold 1 SBC Medical Group share in Q1 2026, an estimated $4.
  • SBC Medical Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5156 holding.
  • Allworth Financial first reported a position in SBC Medical Group in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's SBC Medical Group position peaked at $27 in Q3 2025.
  • 50 funds tracked by Wall St. Rank held SBC Medical Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.