Jones Financial Companies
TBRG

Jones Financial Companies’s TruBridge TBRG Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-10
Closed -$232 – 4398
2025
Q2 		$232 Buy
+10
New +$245 ﹤0.01% 3898

Other funds holding TBRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jones Financial Companies's TBRG Position: Q3 2025 in Review

Jones Financial Companies sold out of TruBridge (TBRG) in Q3 2025, closing a stake of 10 shares — an estimated $232 sold.

Jones Financial Companies first reported a position in TBRG in Q2 2025 and held it in 1 quarter. The position peaked at $232 in Q2 2025. 88 funds tracked by Wall St. Rank hold TBRG as of Q3 2025.

  • Jones Financial Companies reported no remaining TruBridge position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 10 TruBridge shares in Q3 2025, an estimated $232.
  • Jones Financial Companies first reported a position in TruBridge in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's TruBridge position peaked at $232 in Q2 2025.
  • 88 funds tracked by Wall St. Rank held TruBridge as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.