IWC
AL

Integrated Wealth Concepts’s Air Lease Corp AL Stock Holding History

Integrated Wealth Concepts’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,070
Closed -$394K – 5905
2026
Q1 		$394K Buy
6,070
+861
+17% +$55.6K ﹤0.01% 1696
2025
Q4 		$335K Sell
5,209
-722
-12% -$46.1K ﹤0.01% 1275
2025
Q3 		$378K Buy
+5,931
New +$354K ﹤0.01% 1498

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 6,070 shares — an estimated $394K sold.

Integrated Wealth Concepts first reported a position in AL in Q3 2025 and held it in 3 quarters. The position peaked at $394K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,070 Air Lease Corp shares in Q2 2026, an estimated $394K.
  • Integrated Wealth Concepts first reported a position in Air Lease Corp in Q3 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's Air Lease Corp position peaked at $394K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

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