Integrated Wealth Concepts LLC
Position in DB — Deutsche Bank Aktiengesellschaft
CIK 1737109
WALTHAM, MA
Position in DB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$164,141
-$1,503,344 QoQ
Shares Held
4,862
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 498 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $80,496,866 across 284 Banks - Regional names. DB ranks #56 (0.2% 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 DB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,141 | 4,862 | Shares | Sole | 2026-08-12 | |
| 2022-12-31 | $1,667,485 | 144,747 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,476,263 | 199,495 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,220,659 | 254,080 | Shares | Other | 2022-08-08 | |
| 2021-12-31 | $2,459,425 | 196,754 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,509,672 | 197,612 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,171,620 | 166,026 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $479,784 | 39,982 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||