IWC
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Integrated Wealth Concepts’s Post Holdings POST Stock Holding History

Integrated Wealth Concepts’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346K Buy
3,926
+169
+4% +$16.5K ﹤0.01% 1987
2026
Q1 		$371K Buy
+3,757
New +$383K ﹤0.01% 1724
2025
Q4 		– Sell
-4,138
Closed -$445K – 1946
2025
Q3 		$445K Buy
4,138
+192
+5% +$20.6K ﹤0.01% 1418
2025
Q2 		$430K Buy
3,946
+998
+34% +$112K ﹤0.01% 1358
2025
Q1 		$343K Sell
2,948
-91
-3% -$10.1K ﹤0.01% 1329
2024
Q4 		$348K Buy
3,039
+208
+7% +$23.7K ﹤0.01% 1292
2024
Q3 		$328K Buy
2,831
+295
+12% +$33.1K ﹤0.01% 1280
2024
Q2 		$264K Buy
2,536
+279
+12% +$29K ﹤0.01% 1381
2024
Q1 		$240K Sell
2,257
-36
-2% -$3.61K ﹤0.01% 1440
2023
Q4 		$202K Sell
2,293
-112
-5% -$9.51K ﹤0.01% 1459
2023
Q3 		$206K Sell
2,405
-10
-0.4% -$873 ﹤0.01% 1399
2023
Q2 		$209K Buy
2,415
+21
+0.9% +$1.84K ﹤0.01% 1406
2023
Q1 		$215K Buy
+2,394
New +$218K ﹤0.01% 1196

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Post Holdings (POST) stake by 4.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 3,926 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Integrated Wealth Concepts first reported a position in POST in Q1 2023 and has held it in 13 quarters since. The position peaked at $445K in Q3 2025. 412 funds tracked by Wall St. Rank hold POST as of Q2 2026.

  • Integrated Wealth Concepts held 3,926 shares of Post Holdings worth $346K as of Q2 2026.
  • Integrated Wealth Concepts bought 169 Post Holdings shares in Q2 2026, an estimated $16.5K.
  • Post Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1987 holding.
  • Integrated Wealth Concepts first reported a position in Post Holdings in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Post Holdings position peaked at $445K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Post Holdings as of Q2 2026.

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