TFA
TBRG

Transamerica Financial Advisors’s TruBridge TBRG Stock Holding History

Transamerica Financial Advisors’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 		$78 Hold
3
– – ﹤0.01% 2049
2026
Q1 		$43 Buy
+3
New +$57 ﹤0.01% 1914
2014
Q4 		– Sell
-6,605
Closed -$380K – 765
2014
Q3 		$380K Sell
6,605
-314
-5% -$19.6K 0.03% 193
2014
Q2 		$441K Hold
6,919
– – 0.04% 186
2014
Q1 		$447K Buy
+6,919
New +$449K 0.04% 171

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

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

Transamerica Financial Advisors held its TruBridge (TBRG) position steady in Q2 2026 at 3 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Transamerica Financial Advisors first reported a position in TBRG in Q1 2014 and has held it in 5 quarters since. The position peaked at $447K in Q1 2014. 114 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • Transamerica Financial Advisors held 3 shares of TruBridge worth $78 as of Q2 2026.
  • Transamerica Financial Advisors left its TruBridge share count unchanged in Q2 2026.
  • TruBridge made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2049 holding.
  • Transamerica Financial Advisors first reported a position in TruBridge in Q1 2014 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's TruBridge position peaked at $447K in Q1 2014.
  • 114 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

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