VWWMG
TBRG

Vermillion & White Wealth Management Group’s TruBridge TBRG Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-81
Closed -$1.79K – 555
2025
Q4 		$1.79K Hold
81
– – ﹤0.01% 505
2025
Q3 		$1.63K Hold
81
– – ﹤0.01% 515
2025
Q2 		$1.9K Buy
+81
New +$1.99K ﹤0.01% 469

Other funds holding TBRG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vermillion & White Wealth Management Group's TBRG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of TruBridge (TBRG) in Q1 2026, closing a stake of 81 shares — an estimated $1.79K sold.

Vermillion & White Wealth Management Group first reported a position in TBRG in Q2 2025 and held it in 3 quarters. The position peaked at $1.9K in Q2 2025. 95 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining TruBridge position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 81 TruBridge shares in Q1 2026, an estimated $1.79K.
  • Vermillion & White Wealth Management Group first reported a position in TruBridge in Q2 2025 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's TruBridge position peaked at $1.9K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.