CA
SBC

Clearstead Advisors’s SBC Medical Group SBC Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-119
Closed -$517 – 3319
2025
Q3 		$517 Buy
+119
New +$537 ﹤0.01% 2730

Other funds holding SBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's SBC Position: Q4 2025 in Review

Clearstead Advisors sold out of SBC Medical Group (SBC) in Q4 2025, closing a stake of 119 shares — an estimated $517 sold.

Clearstead Advisors first reported a position in SBC in Q3 2025 and held it in 1 quarter. The position peaked at $517 in Q3 2025. 42 funds tracked by Wall St. Rank hold SBC as of Q4 2025.

  • Clearstead Advisors reported no remaining SBC Medical Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 119 SBC Medical Group shares in Q4 2025, an estimated $517.
  • Clearstead Advisors first reported a position in SBC Medical Group in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's SBC Medical Group position peaked at $517 in Q3 2025.
  • 42 funds tracked by Wall St. Rank held SBC Medical Group as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.