SAM
TBRG

Smartleaf Asset Management’s TruBridge TBRG Stock Holding History

Smartleaf Asset 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
2025
Q2 		– Sell
-246
Closed -$6.92K – 2994
2025
Q1 		$6.92K Hold
246
– – ﹤0.01% 2072
2024
Q4 		$4.75K Hold
246
– – ﹤0.01% 2261
2024
Q3 		$2.94K Hold
246
– – ﹤0.01% 2345
2024
Q2 		$2.5K Buy
+246
New +$2.24K ﹤0.01% 2136

Other funds holding TBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Smartleaf Asset Management's TBRG Position: Q2 2025 in Review

Smartleaf Asset Management sold out of TruBridge (TBRG) in Q2 2025, closing a stake of 246 shares — an estimated $6.92K sold.

Smartleaf Asset Management first reported a position in TBRG in Q2 2024 and held it in 4 quarters. The position peaked at $6.92K in Q1 2025. 93 funds tracked by Wall St. Rank hold TBRG as of Q2 2025.

  • Smartleaf Asset Management reported no remaining TruBridge position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 246 TruBridge shares in Q2 2025, an estimated $6.92K.
  • Smartleaf Asset Management first reported a position in TruBridge in Q2 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's TruBridge position peaked at $6.92K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held TruBridge as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.