IWC
CFSB

Integrated Wealth Concepts’s CFSB Bancorp CFSB Stock Holding History

Integrated Wealth Concepts’s Portfolio CFSB Stock Details CFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$76.3K – 1911
2025
Q1 		$76.3K Hold
10,000
– – ﹤0.01% 1691
2024
Q4 		$67.6K Hold
10,000
– – ﹤0.01% 1672
2024
Q3 		$69K Hold
10,000
– – ﹤0.01% 1626
2024
Q2 		$65.7K Hold
10,000
– – ﹤0.01% 1598
2024
Q1 		$72.5K Hold
10,000
– – ﹤0.01% 1599
2023
Q4 		$64.5K Hold
10,000
– – ﹤0.01% 1550
2023
Q3 		$70K Hold
10,000
– – ﹤0.01% 1501
2023
Q2 		$79.9K Hold
10,000
– – ﹤0.01% 1501
2023
Q1 		$78K Hold
10,000
– – ﹤0.01% 1289
2022
Q4 		$81K Buy
+10,000
New +$85.8K ﹤0.01% 998

Other funds holding CFSB

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts's CFSB Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of CFSB Bancorp (CFSB) in Q2 2025, closing a stake of 10,000 shares — an estimated $76.3K sold.

Integrated Wealth Concepts first reported a position in CFSB in Q4 2022 and held it in 10 quarters. The position peaked at $81K in Q4 2022. 16 funds tracked by Wall St. Rank hold CFSB as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining CFSB Bancorp position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,000 CFSB Bancorp shares in Q2 2025, an estimated $76.3K.
  • Integrated Wealth Concepts first reported a position in CFSB Bancorp in Q4 2022 and held it in 10 quarters.
  • Integrated Wealth Concepts's CFSB Bancorp position peaked at $81K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held CFSB Bancorp as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.