KWM
TBRG

Kingsview Wealth Management’s TruBridge TBRG Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-8,711
Closed -$240K – 1235
2025
Q1 		$240K Buy
+8,711
New +$227K ﹤0.01% 980

Other funds holding TBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Kingsview Wealth Management's TBRG Position: Q2 2025 in Review

Kingsview Wealth Management sold out of TruBridge (TBRG) in Q2 2025, closing a stake of 8,711 shares — an estimated $240K sold.

Kingsview Wealth Management first reported a position in TBRG in Q1 2025 and held it in 1 quarter. The position peaked at $240K in Q1 2025. 93 funds tracked by Wall St. Rank hold TBRG as of Q2 2025.

  • Kingsview Wealth Management reported no remaining TruBridge position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,711 TruBridge shares in Q2 2025, an estimated $240K.
  • Kingsview Wealth Management first reported a position in TruBridge in Q1 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's TruBridge position peaked at $240K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held TruBridge as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.