IWC
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Integrated Wealth Concepts’s Tejon Ranch TRC Stock Holding History

Integrated Wealth Concepts’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694 Buy
+37
New +$715 ﹤0.01% 5606

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Tejon Ranch (TRC) in Q2 2026: 37 shares worth $694. The stake represents ﹤0.01% of the portfolio and ranks #5606 among its holdings.

125 funds tracked by Wall St. Rank hold TRC as of Q2 2026.

  • Integrated Wealth Concepts held 37 shares of Tejon Ranch worth $694 as of Q2 2026.
  • Tejon Ranch was a new Integrated Wealth Concepts position in Q2 2026.
  • Tejon Ranch made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5606 holding.
  • 125 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2026.

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