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SBC

Transamerica Financial Advisors’s SBC Medical Group SBC Stock Holding History

Transamerica Financial Advisors’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
Q2 		$24 Sell
8
-31
-79% -$105 ﹤0.01% 2176
2026
Q1 		$163 Hold
39
– – ﹤0.01% 1670
2025
Q4 		$168 Buy
39
+3
+8% +$11 ﹤0.01% 1564
2025
Q3 		$156 Buy
+36
New +$162 ﹤0.01% 1468

Other funds holding SBC

LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Transamerica Financial Advisors's SBC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its SBC Medical Group (SBC) stake by 79% in Q2 2026, selling an estimated $105 and leaving 8 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Transamerica Financial Advisors first reported a position in SBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $168 in Q4 2025. 57 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Transamerica Financial Advisors held 8 shares of SBC Medical Group worth $24 as of Q2 2026.
  • Transamerica Financial Advisors sold 31 SBC Medical Group shares in Q2 2026, an estimated $105.
  • SBC Medical Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2176 holding.
  • Transamerica Financial Advisors first reported a position in SBC Medical Group in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's SBC Medical Group position peaked at $168 in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.