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Integrated Wealth Concepts’s Xperi XPER Stock Holding History

Integrated Wealth Concepts’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9K Buy
+3,629
New +$26.3K ﹤0.01% 3777

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Xperi (XPER) in Q2 2026: 3,629 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #3777 among its holdings.

154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Integrated Wealth Concepts held 3,629 shares of Xperi worth $29.9K as of Q2 2026.
  • Xperi was a new Integrated Wealth Concepts position in Q2 2026.
  • Xperi made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3777 holding.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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