IFP Advisors’s SBC Medical Group SBC Stock Holding History

IFP 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 Q3	$99	Buy	20 +18	+900%	+$67	﹤0.01%	4986
2026 Q2	$6	Buy	2 +1	+100%	+$3	﹤0.01%	5107
2026 Q1	$4	Sell	1 -1	-50%	-$4	﹤0.01%	4999
2025 Q4	$9	Sell	2 -31	-94%	-$118	﹤0.01%	4845
2025 Q3	$143	Buy	+33	New	+$149	﹤0.01%	4467

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

IFP Advisors's SBC Position: Q3 2026 in Review

IFP Advisors increased its SBC Medical Group (SBC) stake by 900% in Q3 2026, buying an estimated $67 and bringing the position to 20 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #4986.

IFP Advisors first reported a position in SBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $143 in Q3 2025. 6 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

IFP Advisors held 20 shares of SBC Medical Group worth $99 as of Q3 2026.
IFP Advisors bought 18 SBC Medical Group shares in Q3 2026, an estimated $67.
SBC Medical Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4986 holding.
IFP Advisors first reported a position in SBC Medical Group in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's SBC Medical Group position peaked at $143 in Q3 2025.
6 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.