Root Financial Partners
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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
Q3 		$64 Buy
+13
New +$49 ﹤0.01% 3704
2026
Q2 		– Sell
-9
Closed -$38 – 3359
2026
Q1 		$38 Buy
+9
New +$38 ﹤0.01% 3405

Other funds holding SBC

SBI Securities
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Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners's SBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in SBC Medical Group (SBC) in Q3 2026: 13 shares worth $64. The stake represents ﹤0.01% of the portfolio and ranks #3704 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SBC as recently as Q1 2026.

Root Financial Partners first reported a position in SBC in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

  • Root Financial Partners held 13 shares of SBC Medical Group worth $64 as of Q3 2026.
  • SBC Medical Group was a new Root Financial Partners position in Q3 2026.
  • SBC Medical Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3704 holding.
  • Root Financial Partners first reported a position in SBC Medical Group in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.