Integrated Wealth Concepts’s Portland General Electric POR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy	+4,570	New	+$235K	﹤0.01%	1979

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Integrated Wealth Concepts's POR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Portland General Electric (POR) in Q1 2026: 4,570 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings.

504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

Integrated Wealth Concepts held 4,570 shares of Portland General Electric worth $241K as of Q1 2026.
Portland General Electric was a new Integrated Wealth Concepts position in Q1 2026.
Portland General Electric made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1979 holding.
504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.