IWC
TRT

Integrated Wealth Concepts’s Trio-Tech International TRT Stock Holding History

Integrated Wealth Concepts’s Portfolio TRT Stock Details TRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$924 Buy
+75
New +$856 ﹤0.01% 5551

Other funds holding TRT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Trio-Tech International (TRT) in Q2 2026: 75 shares worth $924. The stake represents ﹤0.01% of the portfolio and ranks #5551 among its holdings.

37 funds tracked by Wall St. Rank hold TRT as of Q2 2026.

  • Integrated Wealth Concepts held 75 shares of Trio-Tech International worth $924 as of Q2 2026.
  • Trio-Tech International was a new Integrated Wealth Concepts position in Q2 2026.
  • Trio-Tech International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5551 holding.
  • 37 funds tracked by Wall St. Rank held Trio-Tech International as of Q2 2026.

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