SBI Securities
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SBI Securities’s SBC Medical Group SBC Stock Holding History

SBI Securities’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 		$242K Sell
48,913
-524
-1% -$1.96K 0.01% 600
2026
Q2 		$152K Buy
49,437
+4,357
+10% +$14.8K ﹤0.01% 762
2026
Q1 		$188K Sell
45,080
-2,864
-6% -$11.9K 0.01% 642
2025
Q4 		$207K Sell
47,944
-4,525
-9% -$17.3K 0.01% 618
2025
Q3 		$228K Sell
52,469
-1,708
-3% -$7.7K 0.01% 584
2025
Q2 		$251K Buy
54,177
+37,623
+227% +$149K 0.01% 521
2025
Q1 		$52.8K Buy
16,554
+10,092
+156% +$45.8K ﹤0.01% 957
2024
Q4 		$35.9K Buy
+6,462
New +$44.1K ﹤0.01% 1089

Other funds holding SBC

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
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SBI Securities's SBC Position: Q3 2026 in Review

SBI Securities reduced its SBC Medical Group (SBC) stake by 1.1% in Q3 2026, selling an estimated $1.96K and leaving 48,913 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #600.

SBI Securities first reported a position in SBC in Q4 2024 and has held it in 8 quarters since. The position peaked at $251K in Q2 2025. 13 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

  • SBI Securities held 48,913 shares of SBC Medical Group worth $242K as of Q3 2026.
  • SBI Securities sold 524 SBC Medical Group shares in Q3 2026, an estimated $1.96K.
  • SBC Medical Group made up 0.01% of SBI Securities's portfolio in Q3 2026, its #600 holding.
  • SBI Securities first reported a position in SBC Medical Group in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's SBC Medical Group position peaked at $251K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

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