Position in CWBC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$229,388
New position
Shares Held
9,845
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $43,985,160 across 47 Banks - Regional names. CWBC ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
112,265 | $5,838,902 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,567 | $4,487,877 | |
| 3 | STBA |
S&T Bancorp Inc
|
86,986 | $3,638,624 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
49,455 | $2,965,816 | |
| 5 | TFC |
Truist Financial Corp
|
48,831 | $2,244,761 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
100,035 | $1,565,547 | |
| 7 | MTB |
M&T Bank Corp
|
7,245 | $1,497,686 | |
| 8 | FITB |
Fifth Third Bancorp
|
30,874 | $1,434,406 |
All Filings in CWBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,388 | 9,845 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||