IWC
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Integrated Wealth Concepts’s ECB Bancorp ECBK Stock Holding History

Integrated Wealth Concepts’s Portfolio ECBK Stock Details ECBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$297K – 1766
2024
Q4 		$297K Sell
20,000
-5,000
-20% -$74.8K ﹤0.01% 1369
2024
Q3 		$358K Hold
25,000
– – ﹤0.01% 1233
2024
Q2 		$312K Hold
25,000
– – ﹤0.01% 1294
2024
Q1 		$325K Hold
25,000
– – ﹤0.01% 1282
2023
Q4 		$314K Hold
25,000
– – 0.01% 1238
2023
Q3 		$274K Hold
25,000
– – ﹤0.01% 1273
2023
Q2 		$327K Hold
25,000
– – 0.01% 1186
2023
Q1 		$347K Hold
25,000
– – 0.01% 993
2022
Q4 		$401K Buy
+25,000
New +$400K 0.01% 721

Other funds holding ECBK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Integrated Wealth Concepts's ECBK Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of ECB Bancorp (ECBK) in Q1 2025, closing a stake of 20,000 shares — an estimated $297K sold.

Integrated Wealth Concepts first reported a position in ECBK in Q4 2022 and held it in 9 quarters. The position peaked at $401K in Q4 2022. 27 funds tracked by Wall St. Rank hold ECBK as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining ECB Bancorp position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 20,000 ECB Bancorp shares in Q1 2025, an estimated $297K.
  • Integrated Wealth Concepts first reported a position in ECB Bancorp in Q4 2022 and held it in 9 quarters.
  • Integrated Wealth Concepts's ECB Bancorp position peaked at $401K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held ECB Bancorp as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.