IWC
CBK

Integrated Wealth Concepts’s Commercial Bancgroup CBK Stock Holding History

Integrated Wealth Concepts’s Portfolio CBK Stock Details CBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$647 Buy
+20
New +$586 ﹤0.01% 5617

Other funds holding CBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Commercial Bancgroup (CBK) in Q2 2026: 20 shares worth $647. The stake represents ﹤0.01% of the portfolio and ranks #5617 among its holdings.

98 funds tracked by Wall St. Rank hold CBK as of Q2 2026.

  • Integrated Wealth Concepts held 20 shares of Commercial Bancgroup worth $647 as of Q2 2026.
  • Commercial Bancgroup was a new Integrated Wealth Concepts position in Q2 2026.
  • Commercial Bancgroup made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5617 holding.
  • 98 funds tracked by Wall St. Rank held Commercial Bancgroup as of Q2 2026.

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