Creative Planning’s TruBridge TBRG Stock Holding History

Creative Planning’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	$1.31M	Buy	49,862 +73	+0.1%	+$1.79K	﹤0.01%	2432
2026 Q1	$729K	Buy	+49,789	New	+$950K	﹤0.01%	2724
2017 Q3	–	Sell	-501	Closed	-$16K	–	3777
2017 Q2	$16K	Hold	501	–	–	﹤0.01%	3335
2017 Q1	$14K	Hold	501	–	–	﹤0.01%	3382
2016 Q4	$12K	Sell	501 -1,755	-78%	-$43.8K	﹤0.01%	3442
2016 Q3	$59K	Buy	2,256 +1,755	+350%	+$55.1K	﹤0.01%	2232
2016 Q2	$20K	Hold	501	–	–	﹤0.01%	2816
2016 Q1	$26K	Hold	501	–	–	﹤0.01%	2582
2015 Q4	$25K	Hold	501	–	–	﹤0.01%	2682
2015 Q3	$21K	Buy	+501	New	+$24.2K	﹤0.01%	2701
2015 Q2	–	Sell	-500	Closed	-$27K	–	3088
2015 Q1	$27K	Hold	500	–	–	﹤0.01%	2488
2014 Q4	$30K	Sell	500 -35	-7%	-$2.13K	﹤0.01%	2357
2014 Q3	$31K	Buy	535 +35	+7%	+$2.18K	﹤0.01%	2231
2014 Q2	$32K	Sell	500 -62	-11%	-$3.91K	﹤0.01%	2179
2014 Q1	$36K	Buy	562 +62	+12%	+$4.03K	﹤0.01%	2017
2013 Q4	$31K	Hold	500	–	–	﹤0.01%	1938
2013 Q3	$29K	Hold	500	–	–	﹤0.01%	1874
2013 Q2	$25K	Buy	+500	New	+$25.7K	﹤0.01%	1801

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

Creative Planning's TBRG Position: Q2 2026 in Review

Creative Planning increased its TruBridge (TBRG) stake by 0.15% in Q2 2026, buying an estimated $1.79K and bringing the position to 49,862 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Creative Planning first reported a position in TBRG in Q2 2013 and has held it in 18 quarters since. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

Creative Planning held 49,862 shares of TruBridge worth $1.31M as of Q2 2026.
Creative Planning bought 73 TruBridge shares in Q2 2026, an estimated $1.79K.
TruBridge made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2432 holding.
Creative Planning first reported a position in TruBridge in Q2 2013 and has held it in 18 quarters since.
115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.