Integrated Wealth Concepts LLC
Position in FSEA — First Seacoast Bancorp, Inc.
CIK 1737109
WALTHAM, MA
Position in FSEA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$157,464
-$8,024 QoQ
Shares Held
12,537
0.0% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSEA 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.
| # | 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 FSEA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $157,464 | 12,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $165,488 | 12,537 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $144,175 | 12,537 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,796 | 12,537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $146,056 | 12,537 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $125,871 | 12,537 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $113,710 | 12,537 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $112,833 | 12,537 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $105,060 | 12,537 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $96,409 | 12,537 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $92,523 | 12,537 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $100,546 | 12,537 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $108,068 | 12,537 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||