Integrated Wealth Concepts’s First Seacoast Bancorp FSEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,537	Closed	-$157K	–	5911
2026 Q1	$157K	Hold	12,537	–	–	﹤0.01%	2140
2025 Q4	$165K	Hold	12,537	–	–	﹤0.01%	1545
2025 Q3	$144K	Hold	12,537	–	–	﹤0.01%	1890
2025 Q2	$143K	Hold	12,537	–	–	﹤0.01%	1806
2025 Q1	$146K	Hold	12,537	–	–	﹤0.01%	1655
2024 Q4	$126K	Hold	12,537	–	–	﹤0.01%	1643
2024 Q3	$114K	Hold	12,537	–	–	﹤0.01%	1602
2024 Q2	$112K	Hold	12,537	–	–	﹤0.01%	1570
2024 Q1	$105K	Hold	12,537	–	–	﹤0.01%	1578
2023 Q4	$96.4K	Hold	12,537	–	–	﹤0.01%	1522
2023 Q3	$92.5K	Hold	12,537	–	–	﹤0.01%	1487
2023 Q2	$101K	Hold	12,537	–	–	﹤0.01%	1491
2023 Q1	$108K	Hold	12,537	–	–	﹤0.01%	1273
2022 Q4	$143K	Buy	+12,537	New	+$152K	﹤0.01%	971

Other funds holding FSEA

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

FPW

Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of First Seacoast Bancorp (FSEA) in Q2 2026, closing a stake of 12,537 shares — an estimated $157K sold.

Integrated Wealth Concepts first reported a position in FSEA in Q4 2022 and held it in 14 quarters. The position peaked at $165K in Q4 2025. 26 funds tracked by Wall St. Rank hold FSEA as of Q2 2026.

Integrated Wealth Concepts reported no remaining First Seacoast Bancorp position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 12,537 First Seacoast Bancorp shares in Q2 2026, an estimated $157K.
Integrated Wealth Concepts first reported a position in First Seacoast Bancorp in Q4 2022 and held it in 14 quarters.
Integrated Wealth Concepts's First Seacoast Bancorp position peaked at $165K in Q4 2025.
26 funds tracked by Wall St. Rank held First Seacoast Bancorp as of Q2 2026.

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