Concurrent Investment Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 2001015 Tampa, FL

Position in TFC

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

Position Value

$18,806,999

+$4,668,007 QoQ

Shares Held

377,499

+22.7% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#184

of 1,681 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 $73,176,011 across 55 Banks - Regional names. TFC ranks #1 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,806,999	377,499	+22.7%	Shares	Sole	2026-07-27
2026-03-31	$14,138,992	307,570	+14.5%	Shares	Sole	2026-04-21
2025-12-31	$13,222,824	268,702	+70.9%	Shares	Sole	2026-01-29
2025-09-30	$7,186,452	157,184	+8.8%	Shares	Sole	2025-10-27
2025-06-30	$6,209,518	144,441	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$5,929,920	144,105	+8.9%	Shares	Sole	2025-04-29
2024-12-31	$5,739,174	132,300	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$5,704,448	133,375	+2.5%	Shares	Sole	2024-10-30
2024-06-30	$5,053,530	130,078	+252.8%	Shares	Sole	2024-07-30
2024-03-31	$1,437,387	36,875	+22.7%	Shares	Sole	2024-05-07
2023-12-31	$1,109,409	30,049	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.