Concurrent Investment Advisors, LLC

Position in RFMZ — RiverNorth Flexible Municipal Income Fund II, Inc.

CIK 2001015 Tampa, FL

Position in RFMZ

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

Position Value

$876,068

+$313,460 QoQ

Shares Held

64,275

+44.5% QoQ

Ownership

0.264%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#24

of 57 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 $117,251,303 across 129 Asset Management names. RFMZ ranks #27 (0.7% 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	$876,068	64,275	+44.5%	Shares	Sole	2026-07-27
2026-03-31	$562,608	44,475	+93.8%	Shares	Sole	2026-04-21
2025-12-31	$290,547	22,950	-49.6%	Shares	Sole	2026-01-29
2025-09-30	$593,709	45,495	+7.8%	Shares	Sole	2025-10-27
2025-06-30	$533,660	42,220	+9.6%	Shares	Sole	2025-07-25
2025-03-31	$516,938	38,520	+16.2%	Shares	Sole	2025-04-29
2024-12-31	$444,143	33,145	+5.6%	Shares	Sole	2025-02-03
2024-09-30	$455,082	31,385	+23.0%	Shares	Sole	2024-10-30
2024-06-30	$360,711	25,510	0.0%	Shares	Sole	2024-07-30
2024-03-31	$357,905	25,510	+7.4%	Shares	Sole	2024-05-07
2023-12-31	$311,256	23,760	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.