SAG
TBRG

SageView Advisory Group’s TruBridge TBRG Stock Holding History

SageView Advisory Group’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
42,691
-3,400
-7% -$83.3K 0.04% 231
2026
Q1 		$675K Sell
46,091
-81
-0.2% -$1.55K 0.02% 290
2025
Q4 		$1.02M Sell
46,172
-474
-1% -$9.92K 0.03% 255
2025
Q3 		$941K Buy
46,646
+5,790
+14% +$122K 0.03% 272
2025
Q2 		$945K Buy
40,856
+295
+0.7% +$7.24K 0.04% 252
2025
Q1 		$1.12M Sell
40,561
-14,933
-27% -$389K 0.05% 209
2024
Q4 		$1.09M Hold
55,494
– – 0.05% 211
2024
Q3 		$664K Buy
55,494
+26,200
+89% +$305K 0.03% 254
2024
Q2 		$293K Buy
+29,294
New +$267K 0.01% 438
2024
Q1 		– Sell
-17,589
Closed -$186K – 850
2023
Q4 		$186K Sell
17,589
-6,401
-27% -$81.1K 0.01% 615
2023
Q3 		$382K Buy
23,990
+11,862
+98% +$242K 0.02% 372
2023
Q2 		$299K Buy
12,128
+1,936
+19% +$50.4K 0.02% 445
2023
Q1 		$308K Buy
10,192
+207
+2% +$6.03K 0.02% 383
2022
Q4 		$272K Buy
+9,985
New +$285K 0.02% 343

Other funds holding TBRG

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

SageView Advisory Group's TBRG Position: Q2 2026 in Review

SageView Advisory Group reduced its TruBridge (TBRG) stake by 7.4% in Q2 2026, selling an estimated $83.3K and leaving 42,691 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #231.

SageView Advisory Group first reported a position in TBRG in Q4 2022 and has held it in 14 quarters since. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • SageView Advisory Group held 42,691 shares of TruBridge worth $1.12M as of Q2 2026.
  • SageView Advisory Group sold 3,400 TruBridge shares in Q2 2026, an estimated $83.3K.
  • TruBridge made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #231 holding.
  • SageView Advisory Group first reported a position in TruBridge in Q4 2022 and has held it in 14 quarters since.
  • 115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.