Covestor’s SBC Medical Group SBC Stock Holding History

Covestor’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 Q3	$2K	Buy	+503	New	+$1.88K	﹤0.01%	2012

Other funds holding SBC

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Covestor's SBC Position: Q3 2026 in Review

Covestor opened a new position in SBC Medical Group (SBC) in Q3 2026: 503 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2012 among its holdings.

12 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

Covestor held 503 shares of SBC Medical Group worth $2K as of Q3 2026.
SBC Medical Group was a new Covestor position in Q3 2026.
SBC Medical Group made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2012 holding.
12 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.