IWC
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Integrated Wealth Concepts’s Calumet Specialty Products CLMT Stock Holding History

Integrated Wealth Concepts’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36 Buy
+1
New +$34 ﹤0.01% 5858

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Calumet Specialty Products (CLMT) in Q2 2026: 1 share worth $36. The stake represents ﹤0.01% of the portfolio and ranks #5858 among its holdings.

188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Integrated Wealth Concepts held 1 share of Calumet Specialty Products worth $36 as of Q2 2026.
  • Calumet Specialty Products was a new Integrated Wealth Concepts position in Q2 2026.
  • Calumet Specialty Products made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5858 holding.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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