Concurrent Investment Advisors, LLC

Position in AB — Alliancebernstein Holding L.P.

CIK 2001015 Tampa, FL

Position in AB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$597,718

-$22,887 QoQ

Shares Held

16,971

+2.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#20

of 85 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,098,715 across 128 Asset Management names. AB ranks #42 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,718	16,971	+2.4%	Shares	Sole	2026-07-27
2026-03-31	$620,605	16,576	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$624,068	16,218	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$617,979	16,169	-6.3%	Shares	Sole	2025-10-27
2025-06-30	$704,562	17,256	+2.8%	Shares	Sole	2025-07-25
2025-03-31	$643,263	16,791	+13.3%	Shares	Sole	2025-04-29
2024-12-31	$549,488	14,815	+31.1%	Shares	Sole	2025-02-03
2024-09-30	$394,152	11,297	-5.5%	Shares	Sole	2024-10-30
2024-06-30	$404,027	11,957	+1.5%	Shares	Sole	2024-07-30
2024-03-31	$409,341	11,783	+18.2%	Shares	Sole	2024-05-07
2023-12-31	$309,369	9,970	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.