Concurrent Investment Advisors, LLC Banks—Regional

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.5B
$7.19 Billion 0.12% of portfolio
157,184
Q3 2025 Added 8.82%
$23.3B
$3.19 Billion 0.05% of portfolio
120,869
Q3 2025 Added 0.32%
$67.6B
$3.17 Billion 0.05% of portfolio
65,581
Q3 2025 Added 4.21%
$6.39B
$2.74 Billion 0.05% of portfolio
45,915
Q3 2025 Reduced 0.61%
$2.18B
$1.76 Billion 0.03% of portfolio
52,735
Q1 2025 Added 0.8%
$7.79B
$1.38 Billion 0.02% of portfolio
10,410
Q3 2025 Added 0.16%
$74.3B
$1.32 Billion 0.02% of portfolio
6,547
Q3 2025 Reduced 0.47%
$7.01B
$1.02 Billion 0.02% of portfolio
27,095
Q3 2025 Reduced 16.84%
$5.24B
$747 Million 0.01% of portfolio
6,312
Q3 2025 Added 0.7%
$2.42B
$598 Million 0.01% of portfolio
17,294
Q3 2025 Added 0.26%
$5.06B
$596 Million 0.01% of portfolio
8,127
Q3 2025 Reduced 1.47%
$11B
$541 Million 0.01% of portfolio
23,926
Q3 2025 Added 2.89%
$8.51B
$529 Million 0.01% of portfolio
6,095
Q3 2025 Reduced 51.13%
$532M
$506 Million 0.01% of portfolio
12,348
Q1 2025 New
$4.74B
$477 Million 0.01% of portfolio
5,635
Q3 2025 Added 4.16%
$5.22B
$432 Million 0.01% of portfolio
8,478
Q3 2025 Added 14.23%
$7.23B
$358 Million 0.01% of portfolio
3,209
Q3 2025 Added 1.78%
$29.2B
$353 Million 0.01% of portfolio
7,916
Q3 2025 Added 8.44%
$2B
$285 Million 0.0% of portfolio
3,850
Q3 2025 Added 11.76%
$7.87B
$282 Million 0.0% of portfolio
2,227
Q3 2025 Reduced 47.94%
$25.6B
$261 Million 0.0% of portfolio
4,911
Q3 2025 Reduced 5.9%
$75.2B
$251 Million 0.0% of portfolio
7,080
Q3 2025 New
$32.3B
$247 Million 0.0% of portfolio
1,249
Q3 2025 Reduced 6.72%
$1.94B
$232 Million 0.0% of portfolio
6,285
Q3 2025 Added 0.19%
$535M
$221 Million 0.0% of portfolio
6,350
Q3 2025 Reduced 0.94%
$131M
$217 Million 0.0% of portfolio
10,000
Q3 2025 Added 300.0%
$989M
$216 Million 0.0% of portfolio
6,263
Q2 2025 New
$5.47B
$213 Million 0.0% of portfolio
20,135
Q3 2025 Added 0.65%
$26.8B
$211 Million 0.0% of portfolio
118
Q2 2025 Added 0.85%
$81.3B
$109 Million 0.0% of portfolio
23,955
Q3 2025 Reduced 15.42%
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