Integrated Wealth Concepts’s Bloomin' Brands BLMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Buy	+17,018	New	+$124K	﹤0.01%	2266
2023 Q1	–	Sell	-73,247	Closed	-$1.47M	–	1351
2022 Q4	$1.47M	Sell	73,247 -144	-0.2%	-$3.12K	0.04%	387
2022 Q3	$1.34M	Sell	73,391 -8,984	-11%	-$179K	0.04%	359
2022 Q2	$1.37M	Buy	82,375 +8,221	+11%	+$167K	0.04%	362
2022 Q1	$1.63M	Buy	74,154 +3,023	+4%	+$65.2K	0.05%	293
2021 Q4	$1.49M	Buy	+71,131	New	+$1.5M	0.04%	314

Other funds holding BLMN

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Bloomin' Brands (BLMN) in Q2 2026: 17,018 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #2266 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BLMN as recently as Q4 2022.

Integrated Wealth Concepts first reported a position in BLMN in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2022. 238 funds tracked by Wall St. Rank hold BLMN as of Q2 2026.

Integrated Wealth Concepts held 17,018 shares of Bloomin' Brands worth $156K as of Q2 2026.
Bloomin' Brands was a new Integrated Wealth Concepts position in Q2 2026.
Bloomin' Brands made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2266 holding.
Integrated Wealth Concepts first reported a position in Bloomin' Brands in Q4 2021 and has held it in 6 quarters since.
Integrated Wealth Concepts's Bloomin' Brands position peaked at $1.63M in Q1 2022.
238 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2026.

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