Concurrent Investment Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 2001015 Tampa, FL

Position in TFC

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$14,138,992

+$916,168 QoQ

Shares Held

307,570

+14.5% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $59,584,444 across 50 Banks - Regional names. TFC ranks #1 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	307,570	$14,138,992
2	KEY	Keycorp /New/	224,119	$4,493,585
3	USB	US Bancorp De	73,488	$3,822,110
4	RF	Regions Financial Corp	136,633	$3,568,853
5	HBAN	Huntington Bancshares Inc /Md/	183,237	$2,867,658
6	CFR	Cullen/Frost Bankers, Inc.	20,686	$2,835,636
7	CBSH	Commerce Bancshares Inc /Mo/	45,563	$2,241,699
8	PNC	Pnc Financial Services Group, Inc.	9,605	$1,998,704

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.