IWC
CBLL

Integrated Wealth Concepts’s CeriBell Inc CBLL Stock Holding History

Integrated Wealth Concepts’s Portfolio CBLL Stock Details CBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.81K Buy
+350
New +$6.64K ﹤0.01% 4803

Other funds holding CBLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 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
KC
KCM Capital Shawnee, Kansas $618M AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in CeriBell Inc (CBLL) in Q2 2026: 350 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #4803 among its holdings.

123 funds tracked by Wall St. Rank hold CBLL as of Q2 2026.

  • Integrated Wealth Concepts held 350 shares of CeriBell Inc worth $6.81K as of Q2 2026.
  • CeriBell Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • CeriBell Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4803 holding.
  • 123 funds tracked by Wall St. Rank held CeriBell Inc as of Q2 2026.

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