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Integrated Wealth Concepts’s Bentley Systems BSY Stock Holding History

Integrated Wealth Concepts’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,195
Closed -$218K – 2425
2026
Q1 		$218K Buy
+6,195
New +$228K ﹤0.01% 2063
2025
Q4 		– Sell
-11,429
Closed -$588K – 1668
2025
Q3 		$588K Sell
11,429
-1,904
-14% -$104K 0.01% 1263
2025
Q2 		$720K Sell
13,333
-5,013
-27% -$232K 0.01% 1083
2025
Q1 		$722K Sell
18,346
-817
-4% -$36.5K 0.01% 984
2024
Q4 		$895K Sell
19,163
-1,007
-5% -$49.1K 0.01% 867
2024
Q3 		$1.02M Sell
20,170
-636
-3% -$31.3K 0.01% 793
2024
Q2 		$1.03M Sell
20,806
-1,532
-7% -$79.5K 0.01% 747
2024
Q1 		$1.17M Sell
22,338
-76
-0.3% -$3.82K 0.02% 693
2023
Q4 		$1.17M Sell
22,414
-1,550
-6% -$79.6K 0.02% 664
2023
Q3 		$1.2M Buy
23,964
+177
+0.7% +$8.9K 0.02% 618
2023
Q2 		$1.29M Buy
23,787
+18,525
+352% +$864K 0.02% 593
2023
Q1 		$226K Buy
+5,262
New +$209K ﹤0.01% 1179
2022
Q2 		– Sell
-5,257
Closed -$232K – 985
2022
Q1 		$232K Hold
5,257
– – 0.01% 828
2021
Q4 		$254K Hold
5,257
– – 0.01% 851
2021
Q3 		$319K Sell
5,257
-4,088
-44% -$261K 0.01% 717
2021
Q2 		$605K Buy
+9,345
New +$514K 0.02% 488

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 6,195 shares — an estimated $218K sold.

Integrated Wealth Concepts first reported a position in BSY in Q2 2021 and held it in 16 quarters. The position peaked at $1.29M in Q2 2023. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,195 Bentley Systems shares in Q2 2026, an estimated $218K.
  • Integrated Wealth Concepts first reported a position in Bentley Systems in Q2 2021 and held it in 16 quarters.
  • Integrated Wealth Concepts's Bentley Systems position peaked at $1.29M in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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