Integrated Wealth Concepts’s Curbline Properties CURB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.47K	Buy	+312	New	+$8.9K	﹤0.01%	4596

Other funds holding CURB

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Curbline Properties (CURB) in Q2 2026: 312 shares worth $9.47K. The stake represents ﹤0.01% of the portfolio and ranks #4596 among its holdings.

283 funds tracked by Wall St. Rank hold CURB as of Q2 2026.

Integrated Wealth Concepts held 312 shares of Curbline Properties worth $9.47K as of Q2 2026.
Curbline Properties was a new Integrated Wealth Concepts position in Q2 2026.
Curbline Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4596 holding.
283 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2026.

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