IFWM
CET

Institute for Wealth Management’s Central Securities Corp CET Stock Holding History

Institute for Wealth Management’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$814K Sell
16,394
-66
-0.4% -$3.39K 0.09% 232
2025
Q4 		$835K Sell
16,460
-148
-0.9% -$7.49K 0.09% 221
2025
Q3 		$853K Sell
16,608
-374
-2% -$18.5K 0.09% 227
2025
Q2 		$813K Sell
16,982
-809
-5% -$36.7K 0.09% 232
2025
Q1 		$800K Sell
17,791
-763
-4% -$35.4K 0.1% 225
2024
Q4 		$848K Sell
18,554
-1,219
-6% -$57K 0.11% 203
2024
Q3 		$906K Hold
19,773
– – 0.11% 195
2024
Q2 		$870K Hold
19,773
– – 0.12% 184
2024
Q1 		$826K Sell
19,773
-9
-0% -$348 0.11% 196
2023
Q4 		$747K Sell
19,782
-7,961
-29% -$290K 0.12% 199
2023
Q3 		$984K Hold
27,743
– – 0.18% 144
2023
Q2 		$1.01M Hold
27,743
– – 0.17% 143
2023
Q1 		$965K Hold
27,743
– – 0.18% 146
2022
Q4 		$926K Hold
27,743
– – 0.19% 145
2022
Q3 		$936K Hold
27,743
– – 0.21% 125
2022
Q2 		$977K Sell
27,743
-126
-0.5% -$4.79K 0.19% 135
2022
Q1 		$1.15M Hold
27,869
– – 0.19% 133
2021
Q4 		$1.24M Sell
27,869
-722
-3% -$30.7K 0.2% 129
2021
Q3 		$1.21M Sell
28,591
-130
-0.5% -$5.5K 0.21% 119
2021
Q2 		$1.21M Sell
28,721
-50
-0.2% -$2.02K 0.21% 118
2021
Q1 		$1.09M Hold
28,771
– – 0.21% 127
2020
Q4 		$939K Sell
28,771
-518
-2% -$15.7K 0.19% 137
2020
Q3 		$849K Hold
29,289
– – 0.19% 133
2020
Q2 		$845K Buy
29,289
+68
+0.2% +$1.93K 0.21% 131
2020
Q1 		$754K Sell
29,221
-2,140
-7% -$65.7K 0.23% 117
2019
Q4 		$1.04M Sell
31,361
-255
-0.8% -$8.21K 0.23% 116
2019
Q3 		$993K Sell
31,616
-1,123
-3% -$34.6K 0.25% 120
2019
Q2 		$999K Sell
32,739
-100
-0.3% -$2.96K 0.22% 134
2019
Q1 		$941K Buy
+32,839
New +$891K 0.2% 135
2018
Q4 		– Sell
-32,344
Closed -$955K – 277
2018
Q3 		$955K Sell
32,344
-445
-1% -$12.8K 0.32% 104
2018
Q2 		$915K Sell
32,789
-352
-1% -$9.7K 0.29% 119
2018
Q1 		$897K Sell
33,141
-1,056
-3% -$29K 0.26% 142
2017
Q4 		$939K Hold
34,197
– – 0.22% 142
2017
Q3 		$886K Hold
34,197
– – 0.29% 119
2017
Q2 		$851K Buy
+34,197
New +$845K 0.23% 141

Other funds holding CET

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Institute for Wealth Management's CET Position: Q1 2026 in Review

Institute for Wealth Management reduced its Central Securities Corp (CET) stake by 0.4% in Q1 2026, selling an estimated $3.39K and leaving 16,394 shares worth $814K. The position accounts for 0.09% of the portfolio, ranked #232.

Institute for Wealth Management first reported a position in CET in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.24M in Q4 2021. 89 funds tracked by Wall St. Rank hold CET as of Q1 2026.

  • Institute for Wealth Management held 16,394 shares of Central Securities Corp worth $814K as of Q1 2026.
  • Institute for Wealth Management sold 66 Central Securities Corp shares in Q1 2026, an estimated $3.39K.
  • Central Securities Corp made up 0.09% of Institute for Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Institute for Wealth Management first reported a position in Central Securities Corp in Q2 2017 and has held it in 35 quarters since.
  • Institute for Wealth Management's Central Securities Corp position peaked at $1.24M in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Central Securities Corp as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.