IWC
CET

Integrated Wealth Concepts’s Central Securities Corp CET Stock Holding History

Integrated Wealth Concepts’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Sell
30,580
-262
-0.8% -$13.5K 0.01% 888
2025
Q4 		$1.56M Sell
30,842
-1,576
-5% -$79.7K 0.02% 595
2025
Q3 		$1.67M Sell
32,418
-4,551
-12% -$225K 0.01% 747
2025
Q2 		$1.77M Sell
36,969
-346
-0.9% -$15.7K 0.02% 656
2025
Q1 		$1.68M Sell
37,315
-457
-1% -$21.2K 0.02% 622
2024
Q4 		$1.73M Sell
37,772
-2,308
-6% -$108K 0.02% 610
2024
Q3 		$1.84M Sell
40,080
-3,851
-9% -$170K 0.02% 572
2024
Q2 		$1.93M Sell
43,931
-2,043
-4% -$86.2K 0.03% 518
2024
Q1 		$1.92M Sell
45,974
-2,666
-5% -$103K 0.03% 529
2023
Q4 		$1.84M Sell
48,640
-7,555
-13% -$275K 0.03% 511
2023
Q3 		$1.99M Hold
56,195
– – 0.04% 457
2023
Q2 		$2.05M Sell
56,195
-2,181
-4% -$76.4K 0.04% 454
2023
Q1 		$2.03M Sell
58,376
-343
-0.6% -$12K 0.04% 405
2022
Q4 		$1.96M Sell
58,719
-411
-0.7% -$14.3K 0.05% 320
2022
Q3 		$2M Buy
59,130
+4,538
+8% +$164K 0.06% 283
2022
Q2 		$1.92M Buy
+54,592
New +$2.08M 0.06% 291

Other funds holding CET

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Integrated Wealth Concepts's CET Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Central Securities Corp (CET) stake by 0.85% in Q1 2026, selling an estimated $13.5K and leaving 30,580 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #888.

Integrated Wealth Concepts first reported a position in CET in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q2 2023. 89 funds tracked by Wall St. Rank hold CET as of Q1 2026.

  • Integrated Wealth Concepts held 30,580 shares of Central Securities Corp worth $1.52M as of Q1 2026.
  • Integrated Wealth Concepts sold 262 Central Securities Corp shares in Q1 2026, an estimated $13.5K.
  • Central Securities Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #888 holding.
  • Integrated Wealth Concepts first reported a position in Central Securities Corp in Q2 2022 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Central Securities Corp position peaked at $2.05M in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Central Securities Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.