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Integrated Wealth Concepts’s Expensify EXFY Stock Holding History

Integrated Wealth Concepts’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Buy
+6,525
New +$7.32K ﹤0.01% 4462

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Expensify (EXFY) in Q2 2026: 6,525 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #4462 among its holdings.

101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Integrated Wealth Concepts held 6,525 shares of Expensify worth $11.7K as of Q2 2026.
  • Expensify was a new Integrated Wealth Concepts position in Q2 2026.
  • Expensify made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4462 holding.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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