Position in EBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$311,115
+$85,608 QoQ
Shares Held
13,989
+21.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 321 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EBC 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. EBC ranks #40 (0.4% 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 EBC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,115 | 13,989 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $225,507 | 11,529 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $283,212 | 15,604 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,358 | 16,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,621 | 19,794 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,252 | 19,261 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $327,177 | 19,962 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $542,270 | 38,789 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $527,622 | 38,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $312,953 | 22,039 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $401,769 | 32,039 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $454,468 | 37,039 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $467,671 | 37,058 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $638,922 | 37,039 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $727,445 | 37,039 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $776,039 | 42,039 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $905,520 | 42,039 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $806,800 | 40,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $812,000 | 40,000 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $234,766 | 14,394 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||