PWAM
SBC

Private Wealth Asset Management’s SBC Medical Group SBC Stock Holding History

Private Wealth Asset Management’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
2025
Q4 		– Sell
-2,000
Closed -$8.68K – 1149
2025
Q3 		$8.68K Buy
+2,000
New +$9.02K ﹤0.01% 671

Other funds holding SBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Asset Management's SBC Position: Q4 2025 in Review

Private Wealth Asset Management sold out of SBC Medical Group (SBC) in Q4 2025, closing a stake of 2,000 shares — an estimated $8.68K sold.

Private Wealth Asset Management first reported a position in SBC in Q3 2025 and held it in 1 quarter. The position peaked at $8.68K in Q3 2025. 42 funds tracked by Wall St. Rank hold SBC as of Q4 2025.

  • Private Wealth Asset Management reported no remaining SBC Medical Group position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 2,000 SBC Medical Group shares in Q4 2025, an estimated $8.68K.
  • Private Wealth Asset Management first reported a position in SBC Medical Group in Q3 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's SBC Medical Group position peaked at $8.68K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held SBC Medical Group as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.