Integrated Wealth Concepts’s Distribution Solutions Group DSGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300	Buy	+11	New	+$300	﹤0.01%	5711

Other funds holding DSGR

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Distribution Solutions Group (DSGR) in Q2 2026: 11 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #5711 among its holdings.

113 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

Integrated Wealth Concepts held 11 shares of Distribution Solutions Group worth $300 as of Q2 2026.
Distribution Solutions Group was a new Integrated Wealth Concepts position in Q2 2026.
Distribution Solutions Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5711 holding.
113 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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