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Bernard Wealth Management’s Sinclair Inc SBGI Stock Holding History

Bernard Wealth Management’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357 Hold
25
– – ﹤0.01% 310
2026
Q1 		$324 Hold
25
– – ﹤0.01% 340
2025
Q4 		$383 Hold
25
– – ﹤0.01% 326
2025
Q3 		$378 Buy
+25
New +$359 ﹤0.01% 313

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bernard Wealth Management's SBGI Position: Q2 2026 in Review

Bernard Wealth Management held its Sinclair Inc (SBGI) position steady in Q2 2026 at 25 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Bernard Wealth Management first reported a position in SBGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $383 in Q4 2025. 178 funds tracked by Wall St. Rank hold SBGI as of Q2 2026.

  • Bernard Wealth Management held 25 shares of Sinclair Inc worth $357 as of Q2 2026.
  • Bernard Wealth Management left its Sinclair Inc share count unchanged in Q2 2026.
  • Sinclair Inc made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Bernard Wealth Management first reported a position in Sinclair Inc in Q3 2025 and has held it in 4 quarters since.
  • Bernard Wealth Management's Sinclair Inc position peaked at $383 in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Sinclair Inc as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.