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Integrated Wealth Concepts’s Dragonfly Energy DFLI Stock Holding History

Integrated Wealth Concepts’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31 Buy
+16
New +$32 ﹤0.01% 5861

Other funds holding DFLI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Dragonfly Energy (DFLI) in Q2 2026: 16 shares worth $31. The stake represents ﹤0.01% of the portfolio and ranks #5861 among its holdings.

16 funds tracked by Wall St. Rank hold DFLI as of Q2 2026.

  • Integrated Wealth Concepts held 16 shares of Dragonfly Energy worth $31 as of Q2 2026.
  • Dragonfly Energy was a new Integrated Wealth Concepts position in Q2 2026.
  • Dragonfly Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5861 holding.
  • 16 funds tracked by Wall St. Rank held Dragonfly Energy as of Q2 2026.

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