Integrated Wealth Concepts’s Westamerica Bancorp WABC Stock Holding History

Integrated Wealth Concepts’s Portfolio WABC Stock Details WABC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Buy	+1,727	New	+$95.6K	﹤0.01%	2812

Other funds holding WABC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Westamerica Bancorp (WABC) in Q2 2026: 1,727 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2812 among its holdings.

214 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

Integrated Wealth Concepts held 1,727 shares of Westamerica Bancorp worth $101K as of Q2 2026.
Westamerica Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Westamerica Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2812 holding.
214 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

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