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Optimize Financial’s Sinclair Inc SBGI Stock Holding History

Optimize Financial’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Sell
33,469
-75,156
-69% -$1.09M 0.21% 170
2025
Q4 		$1.66M Buy
108,625
+1,560
+1% +$23.2K 0.84% 14
2025
Q3 		$1.62M Buy
+107,065
New +$1.54M 0.84% 9

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CC
Converium Capital Montreal $175M AUM

Optimize Financial's SBGI Position: Q1 2026 in Review

Optimize Financial reduced its Sinclair Inc (SBGI) stake by 69% in Q1 2026, selling an estimated $1.09M and leaving 33,469 shares worth $433K. The position accounts for 0.21% of the portfolio, ranked #170.

Optimize Financial first reported a position in SBGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 170 funds tracked by Wall St. Rank hold SBGI as of Q1 2026.

  • Optimize Financial held 33,469 shares of Sinclair Inc worth $433K as of Q1 2026.
  • Optimize Financial sold 75,156 Sinclair Inc shares in Q1 2026, an estimated $1.09M.
  • Sinclair Inc made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #170 holding.
  • Optimize Financial first reported a position in Sinclair Inc in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Sinclair Inc position peaked at $1.66M in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.