Wells Fargo
SBC

Wells Fargo’s SBC Medical Group SBC Stock Holding History

Wells Fargo’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 		$49.6K Buy
16,118
+11,868
+279% +$40.3K ﹤0.01% 5719
2026
Q1 		$17.8K Sell
4,250
-8,376
-66% -$34.9K ﹤0.01% 5818
2025
Q4 		$54.4K Buy
12,626
+8,348
+195% +$31.8K ﹤0.01% 5561
2025
Q3 		$18.6K Buy
4,278
+659
+18% +$2.97K ﹤0.01% 5811
2025
Q2 		$16.8K Buy
+3,619
New +$14.3K ﹤0.01% 5830

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 40.89% 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

Wells Fargo's SBC Position: Q2 2026 in Review

Wells Fargo increased its SBC Medical Group (SBC) stake by 279% in Q2 2026, buying an estimated $40.3K and bringing the position to 16,118 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5719.

Wells Fargo first reported a position in SBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.4K in Q4 2025. 56 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Wells Fargo held 16,118 shares of SBC Medical Group worth $49.6K as of Q2 2026.
  • Wells Fargo bought 11,868 SBC Medical Group shares in Q2 2026, an estimated $40.3K.
  • SBC Medical Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5719 holding.
  • Wells Fargo first reported a position in SBC Medical Group in Q2 2025 and has held it in 5 quarters since.
  • Wells Fargo's SBC Medical Group position peaked at $54.4K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.