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Integrated Wealth Concepts’s Westrock Coffee WEST Stock Holding History

Integrated Wealth Concepts’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6K Buy
+2,663
New +$19.1K ﹤0.01% 4027

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

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

Integrated Wealth Concepts opened a new position in Westrock Coffee (WEST) in Q2 2026: 2,663 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #4027 among its holdings.

148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Integrated Wealth Concepts held 2,663 shares of Westrock Coffee worth $21.6K as of Q2 2026.
  • Westrock Coffee was a new Integrated Wealth Concepts position in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4027 holding.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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