Concurrent Investment Advisors, LLC Banks—Regional

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.1B
$6.21 Billion 0.12% of portfolio
144,441
Q2 2025 Added 0.23%
$7.19B
$2.87 Billion 0.06% of portfolio
46,199
Q2 2025 Reduced 4.39%
$73.4B
$2.85 Billion 0.06% of portfolio
62,934
Q2 2025 Added 1.62%
$25.1B
$2.83 Billion 0.05% of portfolio
120,480
Q2 2025 Reduced 13.58%
$2.27B
$1.6 Billion 0.03% of portfolio
52,735
Q1 2025 Added 0.8%
$8.38B
$1.29 Billion 0.02% of portfolio
10,393
Q2 2025 Added 2.03%
$81B
$1.23 Billion 0.02% of portfolio
6,578
Q2 2025 Reduced 4.04%
$6.8B
$1.04 Billion 0.02% of portfolio
32,580
Q1 2025 Added 3.35%
$9.62B
$972 Million 0.02% of portfolio
12,471
Q2 2025 New
$7.65B
$905 Million 0.02% of portfolio
9,836
Q2 2025 Added 2.22%
$5.91B
$659 Million 0.01% of portfolio
6,268
Q2 2025 Added 0.42%
$2.65B
$590 Million 0.01% of portfolio
17,250
Q1 2025 New
$8.24B
$550 Million 0.01% of portfolio
4,278
Q2 2025 New
$5.1B
$534 Million 0.01% of portfolio
8,248
Q2 2025 Added 0.16%
$12.2B
$493 Million 0.01% of portfolio
23,254
Q2 2025 Added 8.64%
$532M
$462 Million 0.01% of portfolio
12,348
Q1 2025 New
$6.15B
$349 Million 0.01% of portfolio
7,422
Q2 2025 Added 5.17%
$2.21B
$327 Million 0.01% of portfolio
5,562
Q2 2025 Added 4.57%
$7.44B
$308 Million 0.01% of portfolio
3,153
Q4 2023 New
$31.2B
$300 Million 0.01% of portfolio
7,300
Q2 2025 Reduced 4.33%
$2.23B
$273 Million 0.01% of portfolio
3,445
Q2 2025 Added 7.09%
$34.5B
$260 Million 0.01% of portfolio
1,339
Q2 2025 Added 6.44%
$616M
$251 Million 0.0% of portfolio
6,410
Q1 2025 New
$25.6B
$234 Million 0.0% of portfolio
5,219
Q2 2025 New
$523M
$233 Million 0.0% of portfolio
2,500
Q2 2025 New
$29.2B
$231 Million 0.0% of portfolio
118
Q2 2025 Added 0.85%
$2.2B
$225 Million 0.0% of portfolio
6,273
Q2 2025 New
$989M
$224 Million 0.0% of portfolio
6,263
Q2 2025 New
$25.4B
$202 Million 0.0% of portfolio
12,055
Q2 2025 Added 9.09%
$5.43B
$179 Million 0.0% of portfolio
20,005
Q2 2025 Added 0.67%
$75.1B
$120 Million 0.0% of portfolio
28,322
Q2 2025 Added 45.54%
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