Skip to main content
Equibles

Concurrent Investment Advisors, LLC

Position in MYFW — First Western Financial Inc

CIK 2001015 Tampa, FL
Back to MYFW Full portfolio

Position in MYFW

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$300,967
+$70,579 QoQ
Shares Held
9,373
0.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 103 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MYFW Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $73,176,011 across 55 Banks - Regional names. MYFW ranks #36 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
 377,499 $18,806,999
2 KEY
Keycorp /New/
 435,809 $10,045,396
3 RF
Regions Financial Corp
 143,971 $4,347,924
4 USB
US Bancorp \De\
 71,072 $4,292,748
5 CFR
Cullen/Frost Bankers, Inc.
 20,577 $3,179,557
6 PNC
Pnc Financial Services Group, Inc.
 10,487 $2,582,109
7 HBAN
Huntington Bancshares Inc /Md/
 136,076 $2,412,627
8 PNFP
Pinnacle Financial Partners, Inc.
 22,718 $2,291,791

All Filings in MYFW

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $300,967 9,373
2026-03-31 $230,388 9,373