SBI Securities’s CareCloud CCLD Stock Holding History

SBI Securities’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167	Hold	82	–	–	﹤0.01%	3458
2026 Q2	$174	Hold	82	–	–	﹤0.01%	3363
2026 Q1	$299	Sell	82 -27	-25%	-$77	﹤0.01%	3077
2025 Q4	$318	Sell	109 -400	-79%	-$1.26K	﹤0.01%	3046
2025 Q3	$1.63K	Hold	509	–	–	﹤0.01%	2497
2025 Q2	$1.2K	Buy	509 +21	+4%	+$40	﹤0.01%	2604
2025 Q1	$678	Sell	488 -85	-15%	-$250	﹤0.01%	2745
2024 Q4	$2.1K	Buy	+573	New	+$1.7K	﹤0.01%	2299

Other funds holding CCLD

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

SBI Securities's CCLD Position: Q3 2026 in Review

SBI Securities held its CareCloud (CCLD) position steady in Q3 2026 at 82 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

SBI Securities first reported a position in CCLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.1K in Q4 2024. 4 funds tracked by Wall St. Rank hold CCLD as of Q3 2026.

SBI Securities held 82 shares of CareCloud worth $167 as of Q3 2026.
SBI Securities left its CareCloud share count unchanged in Q3 2026.
CareCloud made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3458 holding.
SBI Securities first reported a position in CareCloud in Q4 2024 and has held it in 8 quarters since.
SBI Securities's CareCloud position peaked at $2.1K in Q4 2024.
4 funds tracked by Wall St. Rank held CareCloud as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.