Position in CWBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$281,009
+$51,621 QoQ
Shares Held
10,462
+6.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 148 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $80,627,164 across 284 Banks - Regional names. CWBC ranks #41 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
158,506 | $8,256,577 | |
| 2 | STBA |
S&T Bancorp Inc
|
167,179 | $8,205,145 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
26,499 | $6,524,583 | |
| 4 | USB |
US Bancorp \De\
|
83,586 | $5,048,594 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
60,335 | $4,227,673 | |
| 6 | TFC |
Truist Financial Corp
|
67,565 | $3,366,088 | |
| 7 | FITB |
Fifth Third Bancorp
|
46,256 | $2,607,450 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
146,313 | $2,594,129 |
All Filings in CWBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,009 | 10,462 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $229,388 | 9,845 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||