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Integrated Wealth Concepts’s Bassett Furniture BSET Stock Holding History

Integrated Wealth Concepts’s Portfolio BSET Stock Details BSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.1K Buy
+3,335
New +$49.5K ﹤0.01% 3229

Other funds holding BSET

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Bassett Furniture (BSET) in Q2 2026: 3,335 shares worth $59.1K. The stake represents ﹤0.01% of the portfolio and ranks #3229 among its holdings.

74 funds tracked by Wall St. Rank hold BSET as of Q2 2026.

  • Integrated Wealth Concepts held 3,335 shares of Bassett Furniture worth $59.1K as of Q2 2026.
  • Bassett Furniture was a new Integrated Wealth Concepts position in Q2 2026.
  • Bassett Furniture made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3229 holding.
  • 74 funds tracked by Wall St. Rank held Bassett Furniture as of Q2 2026.

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