EWA
SBC

EverSource Wealth Advisors’s SBC Medical Group SBC Stock Holding History

EverSource Wealth 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
2026
Q2 		$156 Buy
51
+44
+629% +$149 ﹤0.01% 4270
2026
Q1 		$29 Buy
7
+5
+250% +$21 ﹤0.01% 4343
2025
Q4 		$8 Sell
2
-27
-93% -$103 ﹤0.01% 4253
2025
Q3 		$126 Buy
+29
New +$131 ﹤0.01% 4170

Other funds holding SBC

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 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
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

EverSource Wealth Advisors's SBC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SBC Medical Group (SBC) stake by 629% in Q2 2026, buying an estimated $149 and bringing the position to 51 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #4270.

EverSource Wealth Advisors first reported a position in SBC in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • EverSource Wealth Advisors held 51 shares of SBC Medical Group worth $156 as of Q2 2026.
  • EverSource Wealth Advisors bought 44 SBC Medical Group shares in Q2 2026, an estimated $149.
  • SBC Medical Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4270 holding.
  • EverSource Wealth Advisors first reported a position in SBC Medical Group in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.