Integrated Wealth Concepts’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.3K	Buy	+327	New	+$51.5K	﹤0.01%	3255

Other funds holding HCI

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

KCM

Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in HCI Group (HCI) in Q2 2026: 327 shares worth $57.3K. The stake represents ﹤0.01% of the portfolio and ranks #3255 among its holdings.

288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Integrated Wealth Concepts held 327 shares of HCI Group worth $57.3K as of Q2 2026.
HCI Group was a new Integrated Wealth Concepts position in Q2 2026.
HCI Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3255 holding.
288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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