Essential Partners’s SBC Medical Group SBC Stock Holding History

Essential Partners’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	$69	Sell	14 -12	-46%	-$45	﹤0.01%	2738
2026 Q2	$80	Sell	26 -505	-95%	-$1.71K	﹤0.01%	2764
2026 Q1	$2.22K	Sell	531 -134	-20%	-$559	﹤0.01%	1966
2025 Q4	$2.87K	Sell	665 -18	-3%	-$69	﹤0.01%	1666
2025 Q3	$2.96K	Buy	+683	New	+$3.08K	﹤0.01%	1642

Other funds holding SBC

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

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

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

Essential Partners's SBC Position: Q3 2026 in Review

Essential Partners reduced its SBC Medical Group (SBC) stake by 46% in Q3 2026, selling an estimated $45 and leaving 14 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Essential Partners first reported a position in SBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.96K in Q3 2025. 6 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

Essential Partners held 14 shares of SBC Medical Group worth $69 as of Q3 2026.
Essential Partners sold 12 SBC Medical Group shares in Q3 2026, an estimated $45.
SBC Medical Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2738 holding.
Essential Partners first reported a position in SBC Medical Group in Q3 2025 and has held it in 5 quarters since.
Essential Partners's SBC Medical Group position peaked at $2.96K in Q3 2025.
6 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.