Position in NKSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$522,280
+$259,874 QoQ
Shares Held
14,376
+99.5% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 95 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NKSH 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. NKSH ranks #33 (0.6% 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 NKSH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,280 | 14,376 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $262,406 | 7,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,905 | 9,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $270,376 | 9,184 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $249,070 | 9,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,957 | 9,161 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $263,241 | 9,169 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,794 | 9,157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $258,959 | 9,157 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $305,935 | 9,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $296,228 | 9,157 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $229,291 | 9,157 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $267,292 | 9,157 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $288,079 | 9,157 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $369,027 | 9,157 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $259,614 | 7,690 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,466 | 7,690 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $286,068 | 7,690 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $275,609 | 7,690 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $279,223 | 7,690 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $269,226 | 7,690 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||