Concurrent Investment Advisors, LLC
Position in FIGR — Figure Technology Solutions, Inc.
CIK 2001015
Tampa, FL
Position in FIGR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$214,600
+$10,154 QoQ
Shares Held
6,988
+16.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 301 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,412,511 across 26 Capital Markets names. FIGR ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,504 | $28,828,090 | |
| 2 | MS |
Morgan Stanley
|
78,004 | $16,305,956 | |
| 3 | SCHW |
Schwab Charles Corp
|
36,843 | $3,399,503 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,758 | $2,482,732 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,085 | $2,096,357 | |
| 6 | SNEX |
StoneX Group Inc.
|
17,781 | $1,404,699 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
97,183 | $1,293,505 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
20,289 | $1,270,700 |
All Filings in FIGR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,600 | 6,988 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $204,446 | 6,022 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||