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Integrated Wealth Concepts’s Yext YEXT Stock Holding History

Integrated Wealth Concepts’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173 Buy
+37
New +$144 ﹤0.01% 5764

Other funds holding YEXT

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Yext (YEXT) in Q2 2026: 37 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #5764 among its holdings.

174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Integrated Wealth Concepts held 37 shares of Yext worth $173 as of Q2 2026.
  • Yext was a new Integrated Wealth Concepts position in Q2 2026.
  • Yext made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5764 holding.
  • 174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

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