IWC
FSI icon

Integrated Wealth Concepts’s Flexible Solutions FSI Stock Holding History

Integrated Wealth Concepts’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33K Buy
+650
New +$4.07K ﹤0.01% 5043

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Flexible Solutions (FSI) in Q2 2026: 650 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #5043 among its holdings.

31 funds tracked by Wall St. Rank hold FSI as of Q2 2026.

  • Integrated Wealth Concepts held 650 shares of Flexible Solutions worth $4.33K as of Q2 2026.
  • Flexible Solutions was a new Integrated Wealth Concepts position in Q2 2026.
  • Flexible Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5043 holding.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2026.

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