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 Q3	$130K	Buy	26,330 +7,644	+41%	+$28.6K	0.08%	126
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Williams & Novak's SBC Position: Q3 2026 in Review

Williams & Novak increased its SBC Medical Group (SBC) stake by 41% in Q3 2026, buying an estimated $28.6K and bringing the position to 26,330 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #126.

Williams & Novak first reported a position in SBC in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

Williams & Novak held 26,330 shares of SBC Medical Group worth $130K as of Q3 2026.
Williams & Novak bought 7,644 SBC Medical Group shares in Q3 2026, an estimated $28.6K.
SBC Medical Group made up 0.08% of Williams & Novak's portfolio in Q3 2026, its #126 holding.
Williams & Novak first reported a position in SBC Medical Group in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.