IWC
PDFS icon

Integrated Wealth Concepts’s PDF Solutions PDFS Stock Holding History

Integrated Wealth Concepts’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.5K Buy
+106
New +$5.25K ﹤0.01% 4737

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Integrated Wealth Concepts opened a new position in PDF Solutions (PDFS) in Q2 2026: 106 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #4737 among its holdings.

282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Integrated Wealth Concepts held 106 shares of PDF Solutions worth $7.5K as of Q2 2026.
  • PDF Solutions was a new Integrated Wealth Concepts position in Q2 2026.
  • PDF Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4737 holding.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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