IWC
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Integrated Wealth Concepts’s Radiant Logistics RLGT Stock Holding History

Integrated Wealth Concepts’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$154K Sell
16,327
-19,777
-55% -$167K ﹤0.01% 2267
2026
Q1 		$255K Sell
36,104
-2,994
-8% -$21K ﹤0.01% 1959
2025
Q4 		$247K Sell
39,098
-1,946
-5% -$12.1K ﹤0.01% 1411
2025
Q3 		$242K Buy
41,044
+3,420
+9% +$21.1K ﹤0.01% 1754
2025
Q2 		$229K Buy
37,624
+5,107
+16% +$30.6K ﹤0.01% 1692
2025
Q1 		$200K Buy
32,517
+20,272
+166% +$137K ﹤0.01% 1629
2024
Q4 		$82K Buy
12,245
+406
+3% +$2.79K ﹤0.01% 1664
2024
Q3 		$76.1K Sell
11,839
-3,981
-25% -$24.2K ﹤0.01% 1622
2024
Q2 		$90K Buy
15,820
+103
+0.7% +$536 ﹤0.01% 1583
2024
Q1 		$85.2K Sell
15,717
-8,024
-34% -$47.6K ﹤0.01% 1588
2023
Q4 		$158K Sell
23,741
-6,032
-20% -$36.6K ﹤0.01% 1496
2023
Q3 		$168K Buy
+29,773
New +$202K ﹤0.01% 1439

Other funds holding RLGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Radiant Logistics (RLGT) stake by 55% in Q2 2026, selling an estimated $167K and leaving 16,327 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Integrated Wealth Concepts first reported a position in RLGT in Q3 2023 and has held it in 12 quarters since. The position peaked at $255K in Q1 2026. 127 funds tracked by Wall St. Rank hold RLGT as of Q2 2026.

  • Integrated Wealth Concepts held 16,327 shares of Radiant Logistics worth $154K as of Q2 2026.
  • Integrated Wealth Concepts sold 19,777 Radiant Logistics shares in Q2 2026, an estimated $167K.
  • Radiant Logistics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2267 holding.
  • Integrated Wealth Concepts first reported a position in Radiant Logistics in Q3 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Radiant Logistics position peaked at $255K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Radiant Logistics as of Q2 2026.

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