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
Q2 		$1.23M Sell
23,441
-7,139
-23% -$375K 0.01% 1215
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

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $558M AUM 21.68% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Central Securities Corp (CET) stake by 23% in Q2 2026, selling an estimated $375K and leaving 23,441 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1215.

Integrated Wealth Concepts first reported a position in CET in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.05M in Q2 2023. 99 funds tracked by Wall St. Rank hold CET as of Q2 2026.

  • Integrated Wealth Concepts held 23,441 shares of Central Securities Corp worth $1.23M as of Q2 2026.
  • Integrated Wealth Concepts sold 7,139 Central Securities Corp shares in Q2 2026, an estimated $375K.
  • Central Securities Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1215 holding.
  • Integrated Wealth Concepts first reported a position in Central Securities Corp in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Central Securities Corp position peaked at $2.05M in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2026.

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