IWC
TWFG

Integrated Wealth Concepts’s TWFG Inc TWFG Stock Holding History

Integrated Wealth Concepts’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.5K Buy
+2,975
New +$58.5K ﹤0.01% 3086

Other funds holding TWFG

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in TWFG Inc (TWFG) in Q2 2026: 2,975 shares worth $71.5K. The stake represents ﹤0.01% of the portfolio and ranks #3086 among its holdings.

82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Integrated Wealth Concepts held 2,975 shares of TWFG Inc worth $71.5K as of Q2 2026.
  • TWFG Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • TWFG Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3086 holding.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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