Integrated Wealth Concepts LLC
Position in MYFW — First Western Financial Inc
CIK 1737109
WALTHAM, MA
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $51,812,735 across 47 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
22,140 | $5,451,310 | |
| 2 | USB |
US Bancorp \De\
|
72,377 | $4,371,570 | |
| 3 | OZK |
Bank OZK
|
82,416 | $4,293,049 | |
| 4 | STBA |
S&T Bancorp Inc
|
84,805 | $4,162,229 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
49,340 | $3,457,253 | |
| 6 | TFC |
Truist Financial Corp
|
49,393 | $2,460,759 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
114,363 | $2,027,655 | |
| 8 | FITB |
Fifth Third Bancorp
|
33,235 | $1,873,456 |
No Holdings History
No holdings records found for this institution in MYFW.