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Integrated Wealth Concepts’s Digi International DGII Stock Holding History

Integrated Wealth Concepts’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9K Buy
+199
New +$12.3K ﹤0.01% 4303

Other funds holding DGII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Digi International (DGII) in Q2 2026: 199 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #4303 among its holdings.

281 funds tracked by Wall St. Rank hold DGII as of Q2 2026.

  • Integrated Wealth Concepts held 199 shares of Digi International worth $14.9K as of Q2 2026.
  • Digi International was a new Integrated Wealth Concepts position in Q2 2026.
  • Digi International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4303 holding.
  • 281 funds tracked by Wall St. Rank held Digi International as of Q2 2026.

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