Integrated Wealth Concepts’s American Integrity Insurance AII Stock Holding History

Integrated Wealth Concepts’s Portfolio AII Stock Details AII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$338	Buy	+18	New	+$326	﹤0.01%	5694

Other funds holding AII

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Integrated Wealth Concepts's AII Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in American Integrity Insurance (AII) in Q2 2026: 18 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #5694 among its holdings.

101 funds tracked by Wall St. Rank hold AII as of Q2 2026.

Integrated Wealth Concepts held 18 shares of American Integrity Insurance worth $338 as of Q2 2026.
American Integrity Insurance was a new Integrated Wealth Concepts position in Q2 2026.
American Integrity Insurance made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5694 holding.
101 funds tracked by Wall St. Rank held American Integrity Insurance as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.