Crewe Advisors’s TruBridge TBRG Stock Holding History

Crewe Advisors’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
2025 Q2	–	Sell	-48	Closed	-$1.32K	–	839
2025 Q1	$1.32K	Buy	+48	New	+$1.25K	﹤0.01%	568

Other funds holding TBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NCM

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KCM

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

Crewe Advisors's TBRG Position: Q2 2025 in Review

Crewe Advisors sold out of TruBridge (TBRG) in Q2 2025, closing a stake of 48 shares — an estimated $1.32K sold.

Crewe Advisors first reported a position in TBRG in Q1 2025 and held it in 1 quarter. The position peaked at $1.32K in Q1 2025. 93 funds tracked by Wall St. Rank hold TBRG as of Q2 2025.

Crewe Advisors reported no remaining TruBridge position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 48 TruBridge shares in Q2 2025, an estimated $1.32K.
Crewe Advisors first reported a position in TruBridge in Q1 2025 and held it in 1 quarter.
Crewe Advisors's TruBridge position peaked at $1.32K in Q1 2025.
93 funds tracked by Wall St. Rank held TruBridge as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.