Integrated Wealth Concepts’s C&F Financial CFFI Stock Holding History

Integrated Wealth Concepts’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44K	Buy	+18	New	+$1.36K	﹤0.01%	5448

Other funds holding CFFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in C&F Financial (CFFI) in Q2 2026: 18 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #5448 among its holdings.

80 funds tracked by Wall St. Rank hold CFFI as of Q2 2026.

Integrated Wealth Concepts held 18 shares of C&F Financial worth $1.44K as of Q2 2026.
C&F Financial was a new Integrated Wealth Concepts position in Q2 2026.
C&F Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5448 holding.
80 funds tracked by Wall St. Rank held C&F Financial as of Q2 2026.

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