IWC
SAFX

Integrated Wealth Concepts’s XCF Global Inc SAFX Stock Holding History

Integrated Wealth Concepts’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70 Buy
+161
New +$73 ﹤0.01% 5834

Other funds holding SAFX

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

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

Integrated Wealth Concepts opened a new position in XCF Global Inc (SAFX) in Q2 2026: 161 shares worth $70. The stake represents ﹤0.01% of the portfolio and ranks #5834 among its holdings.

54 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • Integrated Wealth Concepts held 161 shares of XCF Global Inc worth $70 as of Q2 2026.
  • XCF Global Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • XCF Global Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5834 holding.
  • 54 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

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