IWC
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Integrated Wealth Concepts’s Riot Platforms RIOT Stock Holding History

Integrated Wealth Concepts’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Buy
11,904
+937
+9% +$21.1K ﹤0.01% 1923
2026
Q1 		$136K Buy
+10,967
New +$168K ﹤0.01% 2151
2024
Q3 		– Sell
-25,890
Closed -$237K – 1728
2024
Q2 		$237K Sell
25,890
-100
-0.4% -$1.01K ﹤0.01% 1449
2024
Q1 		$318K Buy
+25,990
New +$339K ﹤0.01% 1294
2023
Q3 		– Sell
-16,398
Closed -$194K – 1613
2023
Q2 		$194K Sell
16,398
-26,193
-61% -$293K ﹤0.01% 1434
2023
Q1 		$425K Buy
42,591
+2,037
+5% +$13.3K 0.01% 912
2022
Q4 		$137K Buy
40,554
+16,515
+69% +$85.2K ﹤0.01% 975
2022
Q3 		$169K Sell
24,039
-6,500
-21% -$45.8K 0.01% 885
2022
Q2 		$128K Buy
+30,539
New +$283K ﹤0.01% 924
2021
Q4 		– Sell
-10,350
Closed -$266K – 1016
2021
Q3 		$266K Buy
10,350
+162
+2% +$5.21K 0.01% 787
2021
Q2 		$384K Buy
+10,188
New +$364K 0.01% 597

Other funds holding RIOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Riot Platforms (RIOT) stake by 8.5% in Q2 2026, buying an estimated $21.1K and bringing the position to 11,904 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Integrated Wealth Concepts first reported a position in RIOT in Q2 2021 and has held it in 11 quarters since. The position peaked at $425K in Q1 2023. 449 funds tracked by Wall St. Rank hold RIOT as of Q2 2026.

  • Integrated Wealth Concepts held 11,904 shares of Riot Platforms worth $326K as of Q2 2026.
  • Integrated Wealth Concepts bought 937 Riot Platforms shares in Q2 2026, an estimated $21.1K.
  • Riot Platforms made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1923 holding.
  • Integrated Wealth Concepts first reported a position in Riot Platforms in Q2 2021 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Riot Platforms position peaked at $425K in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2026.

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