Concurrent Investment Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 2001015 Tampa, FL

Position in BNY

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

Position Value

$3,570,275

+$603,933 QoQ

Shares Held

24,689

-1.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#574

of 1,868 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 $181,280,957 across 16 Banks - Diversified names. BNY ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	277,039	$90,683,175
2	BAC	Bank Of America Corp /De/	892,594	$50,860,005
3	C	Citigroup Inc	131,946	$18,467,161
4	WFC	Wells Fargo & Company/Mn	109,486	$9,047,922
5	BNY	Bank of New York Mellon Corp This page	24,689	$3,570,275
6	BCS	Barclays PLC	50,175	$1,347,700
7	UBS	UBS Group AG	22,806	$1,130,265
8	HSBC	Hsbc Holdings PLC	11,859	$1,127,671

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,570,275	24,689	-1.3%	Shares	Sole	2026-07-27
2026-03-31	$2,966,342	25,005	-51.2%	Shares	Sole	2026-04-21
2025-12-31	$5,951,701	51,268	+100.3%	Shares	Sole	2026-01-29
2025-09-30	$2,788,395	25,591	-18.4%	Shares	Sole	2025-10-27
2025-06-30	$2,855,660	31,343	-10.6%	Shares	Sole	2025-07-25
2025-03-31	$2,940,649	35,062	-14.0%	Shares	Sole	2025-04-29
2024-12-31	$3,131,283	40,756	+465.3%	Shares	Sole	2025-02-03
2024-09-30	$518,110	7,210	-11.7%	Shares	Sole	2024-10-30
2024-06-30	$489,001	8,165	+9.3%	Shares	Sole	2024-07-30
2024-03-31	$430,363	7,469	+7.9%	Shares	Sole	2024-05-07
2023-12-31	$360,238	6,921	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.