Integrated Wealth Concepts’s Perma-Fix Environmental Services PESI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686	Buy	+48	New	+$535	﹤0.01%	5609

Other funds holding PESI

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

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

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

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

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

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

Integrated Wealth Concepts opened a new position in Perma-Fix Environmental Services (PESI) in Q2 2026: 48 shares worth $686. The stake represents ﹤0.01% of the portfolio and ranks #5609 among its holdings.

89 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

Integrated Wealth Concepts held 48 shares of Perma-Fix Environmental Services worth $686 as of Q2 2026.
Perma-Fix Environmental Services was a new Integrated Wealth Concepts position in Q2 2026.
Perma-Fix Environmental Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5609 holding.
89 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

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