EverSource Wealth Advisors’s TruBridge TBRG Stock Holding History

EverSource Wealth 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
2026 Q2	$471	Sell	18 -7	-28%	-$171	﹤0.01%	4143
2026 Q1	$366	Buy	+25	New	+$477	﹤0.01%	4112
2025 Q2	–	Sell	-56	Closed	-$1.54K	–	4372
2025 Q1	$1.54K	Hold	56	–	–	﹤0.01%	3054
2024 Q4	$1.1K	Hold	56	–	–	﹤0.01%	2930
2024 Q3	$670	Hold	56	–	–	﹤0.01%	2800
2024 Q2	$628	Hold	56	–	–	﹤0.01%	2843
2024 Q1	$442	Sell	56 -23	-29%	-$223	﹤0.01%	2751
2023 Q4	$885	Buy	79 +15	+23%	+$190	﹤0.01%	2426
2023 Q3	$1.02K	Buy	+64	New	+$1.3K	﹤0.01%	2209
2023 Q1	–	Sell	-29	Closed	-$789	–	2554
2022 Q4	$789	Hold	29	–	–	﹤0.01%	2146
2022 Q3	$1K	Buy	+29	New	+$895	﹤0.01%	1932

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

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

EverSource Wealth Advisors reduced its TruBridge (TBRG) stake by 28% in Q2 2026, selling an estimated $171 and leaving 18 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

EverSource Wealth Advisors first reported a position in TBRG in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.54K in Q1 2025. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

EverSource Wealth Advisors held 18 shares of TruBridge worth $471 as of Q2 2026.
EverSource Wealth Advisors sold 7 TruBridge shares in Q2 2026, an estimated $171.
TruBridge made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4143 holding.
EverSource Wealth Advisors first reported a position in TruBridge in Q3 2022 and has held it in 11 quarters since.
EverSource Wealth Advisors's TruBridge position peaked at $1.54K in Q1 2025.
115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

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