Position in WBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$235,143
+$27,856 QoQ
Shares Held
3,077
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 536 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $73,176,011 across 55 Banks - Regional names. WBS ranks #48 (0.3% 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 WBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,143 | 3,077 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $207,287 | 2,986 | Shares | Sole | 2026-04-21 | |
| 2023-12-31 | $378,618 | 7,459 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||