LK
SBC

Lumbard & Kellner’s SBC Medical Group SBC Stock Holding History

Lumbard & Kellner’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 		$5.32M Buy
1,727,208
+1,709,935
+9,899% +$5.8M 1.61% 22
2026
Q1 		$72.2K Buy
+17,273
New +$72.1K 0.03% 99

Other funds holding SBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Lumbard & Kellner's SBC Position: Q2 2026 in Review

Lumbard & Kellner increased its SBC Medical Group (SBC) stake by 9,899% in Q2 2026, buying an estimated $5.8M and bringing the position to 1,727,208 shares worth $5.32M. The position accounts for 1.61% of the portfolio, ranked #22.

Lumbard & Kellner first reported a position in SBC in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Lumbard & Kellner held 1,727,208 shares of SBC Medical Group worth $5.32M as of Q2 2026.
  • Lumbard & Kellner bought 1,709,935 SBC Medical Group shares in Q2 2026, an estimated $5.8M.
  • SBC Medical Group made up 1.61% of Lumbard & Kellner's portfolio in Q2 2026, its #22 holding.
  • Lumbard & Kellner first reported a position in SBC Medical Group in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.