Allworth Financial’s TruBridge TBRG Stock Holding History

Allworth Financial’s Portfolio TBRG Stock Details TBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26K	Sell	48 -6	-11%	-$147	﹤0.01%	4658
2026 Q1	$791	Buy	+54	New	+$1.03K	﹤0.01%	4632

Other funds holding TBRG

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Allworth Financial's TBRG Position: Q2 2026 in Review

Allworth Financial reduced its TruBridge (TBRG) stake by 11% in Q2 2026, selling an estimated $147 and leaving 48 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Allworth Financial first reported a position in TBRG in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

Allworth Financial held 48 shares of TruBridge worth $1.26K as of Q2 2026.
Allworth Financial sold 6 TruBridge shares in Q2 2026, an estimated $147.
TruBridge made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4658 holding.
Allworth Financial first reported a position in TruBridge in Q1 2026 and has held it in 2 quarters since.
115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

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