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Integrated Wealth Concepts’s Ribbon Communications RBBN Stock Holding History

Integrated Wealth Concepts’s Portfolio RBBN Stock Details RBBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,022
Closed -$40.2K – 2080
2025
Q2 		$40.2K Buy
+10,022
New +$36.1K ﹤0.01% 1871
2023
Q4 		– Sell
-10,954
Closed -$29.4K – 1653
2023
Q3 		$29.4K Buy
+10,954
New +$32K ﹤0.01% 1529

Other funds holding RBBN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Integrated Wealth Concepts's RBBN Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Ribbon Communications (RBBN) in Q3 2025, closing a stake of 10,022 shares — an estimated $40.2K sold.

Integrated Wealth Concepts first reported a position in RBBN in Q3 2023 and held it in 2 quarters. The position peaked at $40.2K in Q2 2025. 153 funds tracked by Wall St. Rank hold RBBN as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Ribbon Communications position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,022 Ribbon Communications shares in Q3 2025, an estimated $40.2K.
  • Integrated Wealth Concepts first reported a position in Ribbon Communications in Q3 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Ribbon Communications position peaked at $40.2K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Ribbon Communications as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.