WN
SBC

Williams & Novak’s SBC Medical Group SBC Stock Holding History

Williams & Novak’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 		$57.6K Buy
18,686
+4,449
+31% +$15.1K 0.04% 135
2026
Q1 		$62.6K Sell
14,237
-943
-6% -$3.93K 0.05% 126
2025
Q4 		$65.4K Buy
+15,180
New +$57.9K 0.05% 131

Other funds holding SBC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Williams & Novak's SBC Position: Q2 2026 in Review

Williams & Novak increased its SBC Medical Group (SBC) stake by 31% in Q2 2026, buying an estimated $15.1K and bringing the position to 18,686 shares worth $57.6K. The position accounts for 0.04% of the portfolio, ranked #135.

Williams & Novak first reported a position in SBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.4K in Q4 2025. 5 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Williams & Novak held 18,686 shares of SBC Medical Group worth $57.6K as of Q2 2026.
  • Williams & Novak bought 4,449 SBC Medical Group shares in Q2 2026, an estimated $15.1K.
  • SBC Medical Group made up 0.04% of Williams & Novak's portfolio in Q2 2026, its #135 holding.
  • Williams & Novak first reported a position in SBC Medical Group in Q4 2025 and has held it in 3 quarters since.
  • Williams & Novak's SBC Medical Group position peaked at $65.4K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.