IWC
TBRG

Integrated Wealth Concepts’s TruBridge TBRG Stock Holding History

Integrated Wealth Concepts’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 		$183 Buy
+7
New +$171 ﹤0.01% 5758

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Geode Capital Management
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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Integrated Wealth Concepts's TBRG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TruBridge (TBRG) in Q2 2026: 7 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #5758 among its holdings.

114 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • Integrated Wealth Concepts held 7 shares of TruBridge worth $183 as of Q2 2026.
  • TruBridge was a new Integrated Wealth Concepts position in Q2 2026.
  • TruBridge made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5758 holding.
  • 114 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.