Integrated Wealth Concepts’s Financial Institutions FISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.6K	Buy	+964	New	+$34.2K	﹤0.01%	3593

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Financial Institutions (FISI) in Q2 2026: 964 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #3593 among its holdings.

159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Integrated Wealth Concepts held 964 shares of Financial Institutions worth $37.6K as of Q2 2026.
Financial Institutions was a new Integrated Wealth Concepts position in Q2 2026.
Financial Institutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3593 holding.
159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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