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Integrated Wealth Concepts’s Grupo SIMEC SIM Stock Holding History

Integrated Wealth Concepts’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53K Buy
+126
New +$3.81K ﹤0.01% 5140

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Grupo SIMEC (SIM) in Q2 2026: 126 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #5140 among its holdings.

10 funds tracked by Wall St. Rank hold SIM as of Q2 2026.

  • Integrated Wealth Concepts held 126 shares of Grupo SIMEC worth $3.53K as of Q2 2026.
  • Grupo SIMEC was a new Integrated Wealth Concepts position in Q2 2026.
  • Grupo SIMEC made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5140 holding.
  • 10 funds tracked by Wall St. Rank held Grupo SIMEC as of Q2 2026.

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