SPIA
TBRG

Steward Partners Investment Advisory’s TruBridge TBRG Stock Holding History

Steward Partners Investment Advisory’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 		$3.93K Hold
150
– – ﹤0.01% 4050
2026
Q1 		$2.2K Hold
150
– – ﹤0.01% 4029
2025
Q4 		$3.31K Buy
+150
New +$3.14K ﹤0.01% 3825
2021
Q1 		– Sell
-37
Closed -$1K – 3510
2020
Q4 		$1K Buy
+37
New +$1.04K ﹤0.01% 2827

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

Steward Partners Investment Advisory's TBRG Position: Q2 2026 in Review

Steward Partners Investment Advisory held its TruBridge (TBRG) position steady in Q2 2026 at 150 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Steward Partners Investment Advisory first reported a position in TBRG in Q4 2020 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • Steward Partners Investment Advisory held 150 shares of TruBridge worth $3.93K as of Q2 2026.
  • Steward Partners Investment Advisory left its TruBridge share count unchanged in Q2 2026.
  • TruBridge made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4050 holding.
  • Steward Partners Investment Advisory first reported a position in TruBridge in Q4 2020 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.