IWC
SBC

Integrated Wealth Concepts’s SBC Medical Group SBC Stock Holding History

Integrated Wealth Concepts’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$321 Buy
+104
New +$353 ﹤0.01% 5703

Other funds holding SBC

LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Integrated Wealth Concepts opened a new position in SBC Medical Group (SBC) in Q2 2026: 104 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #5703 among its holdings.

57 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Integrated Wealth Concepts held 104 shares of SBC Medical Group worth $321 as of Q2 2026.
  • SBC Medical Group was a new Integrated Wealth Concepts position in Q2 2026.
  • SBC Medical Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5703 holding.
  • 57 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

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