IA
SBC

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
Q2 		$6 Buy
2
+1
+100% +$3 ﹤0.01% 5109
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

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

IFP Advisors's SBC Position: Q2 2026 in Review

IFP Advisors increased its SBC Medical Group (SBC) stake by 100% in Q2 2026, buying an estimated $3 and bringing the position to 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #5109.

IFP Advisors first reported a position in SBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $143 in Q3 2025. 12 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • IFP Advisors held 2 shares of SBC Medical Group worth $6 as of Q2 2026.
  • IFP Advisors bought 1 SBC Medical Group share in Q2 2026, an estimated $3.
  • SBC Medical Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5109 holding.
  • IFP Advisors first reported a position in SBC Medical Group in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's SBC Medical Group position peaked at $143 in Q3 2025.
  • 12 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.