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Integrated Wealth Concepts’s Bowman Consulting BWMN Stock Holding History

Integrated Wealth Concepts’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116 Buy
+4
New +$126 ﹤0.01% 5797

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Bowman Consulting (BWMN) in Q2 2026: 4 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #5797 among its holdings.

134 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

  • Integrated Wealth Concepts held 4 shares of Bowman Consulting worth $116 as of Q2 2026.
  • Bowman Consulting was a new Integrated Wealth Concepts position in Q2 2026.
  • Bowman Consulting made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5797 holding.
  • 134 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

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