Concurrent Investment Advisors, LLC

Position in SF — Stifel Financial Corp

CIK 2001015 Tampa, FL

Position in SF

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

Position Value

$909,661

-$101,712 QoQ

Shares Held

13,038

-4.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#279

of 591 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 $65,412,511 across 26 Capital Markets names. SF ranks #10 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$909,661	13,038	-4.7%	Shares	Sole	2026-07-27
2026-03-31	$1,011,373	13,682	+76.0%	Shares	Sole	2026-04-21
2025-12-31	$973,459	7,774	+3.5%	Shares	Sole	2026-01-29
2025-09-30	$852,046	7,509	+0.3%	Shares	Sole	2025-10-27
2025-06-30	$776,689	7,484	+2.2%	Shares	Sole	2025-07-25
2025-03-31	$690,171	7,322	-1.5%	Shares	Sole	2025-04-29
2024-12-31	$788,492	7,433	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$699,836	7,453	-0.3%	Shares	Sole	2024-10-30
2024-06-30	$629,357	7,479	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$578,535	7,401	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$504,103	7,290	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.