Root Financial Partners’s SBC Medical Group SBC Stock Holding History

Root Financial Partners’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	–	Sell	-9	Closed	-$38	–	3359
2026 Q1	$38	Buy	+9	New	+$38	﹤0.01%	3405

Other funds holding SBC

Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 Malvern, Pennsylvania $454B AUM

Root Financial Partners's SBC Position: Q2 2026 in Review

Root Financial Partners sold out of SBC Medical Group (SBC) in Q2 2026, closing a stake of 9 shares — an estimated $38 sold.

Root Financial Partners first reported a position in SBC in Q1 2026 and held it in 1 quarter. The position peaked at $38 in Q1 2026. 56 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

Root Financial Partners reported no remaining SBC Medical Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 9 SBC Medical Group shares in Q2 2026, an estimated $38.
Root Financial Partners first reported a position in SBC Medical Group in Q1 2026 and held it in 1 quarter.
Root Financial Partners's SBC Medical Group position peaked at $38 in Q1 2026.
56 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.