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
Q2 		$136 Buy
44
+42
+2,100% +$142 ﹤0.01% 5003
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

LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allworth Financial's SBC Position: Q2 2026 in Review

Allworth Financial increased its SBC Medical Group (SBC) stake by 2,100% in Q2 2026, buying an estimated $142 and bringing the position to 44 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #5003.

Allworth Financial first reported a position in SBC in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Allworth Financial held 44 shares of SBC Medical Group worth $136 as of Q2 2026.
  • Allworth Financial bought 42 SBC Medical Group shares in Q2 2026, an estimated $142.
  • SBC Medical Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5003 holding.
  • Allworth Financial first reported a position in SBC Medical Group in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.