SWM
TBRG

SHP Wealth Management’s TruBridge TBRG Stock Holding History

SHP Wealth Management’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 		$1.18K Buy
+45
New +$1.1K ﹤0.01% 1546

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

SHP Wealth Management's TBRG Position: Q2 2026 in Review

SHP Wealth Management opened a new position in TruBridge (TBRG) in Q2 2026: 45 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings.

115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • SHP Wealth Management held 45 shares of TruBridge worth $1.18K as of Q2 2026.
  • TruBridge was a new SHP Wealth Management position in Q2 2026.
  • TruBridge made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1546 holding.
  • 115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.