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Integrated Wealth Concepts’s Smith & Wesson SWBI Stock Holding History

Integrated Wealth Concepts’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.4K Buy
+5,610
New +$84.3K ﹤0.01% 2949

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Smith & Wesson (SWBI) in Q2 2026: 5,610 shares worth $84.4K. The stake represents ﹤0.01% of the portfolio and ranks #2949 among its holdings.

200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Integrated Wealth Concepts held 5,610 shares of Smith & Wesson worth $84.4K as of Q2 2026.
  • Smith & Wesson was a new Integrated Wealth Concepts position in Q2 2026.
  • Smith & Wesson made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2949 holding.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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