Concurrent Investment Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2001015 Tampa, FL

Position in WFC

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

Position Value

$9,047,922

+$3,491,463 QoQ

Shares Held

109,486

+56.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#520

of 2,853 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 $181,280,957 across 16 Banks - Diversified names. WFC ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	277,039	$90,683,175
2	BAC	Bank Of America Corp /De/	892,594	$50,860,005
3	C	Citigroup Inc	131,946	$18,467,161
4	WFC	Wells Fargo & Company/Mn This page	109,486	$9,047,922
5	BNY	Bank of New York Mellon Corp	24,689	$3,570,275
6	BCS	Barclays PLC	50,175	$1,347,700
7	UBS	UBS Group AG	22,806	$1,130,265
8	HSBC	Hsbc Holdings PLC	11,859	$1,127,671

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,047,922	109,486	+56.9%	Shares	Sole	2026-07-27
2026-03-31	$5,556,459	69,796	-27.3%	Shares	Sole	2026-04-21
2025-12-31	$8,952,605	96,058	+43.5%	Shares	Sole	2026-01-29
2025-09-30	$5,610,156	66,931	-21.0%	Shares	Sole	2025-10-27
2025-06-30	$6,790,490	84,754	+3.3%	Shares	Sole	2025-07-25
2025-03-31	$5,890,369	82,050	+82.1%	Shares	Sole	2025-04-29
2024-12-31	$3,164,031	45,046	+8.8%	Shares	Sole	2025-02-03
2024-09-30	$2,338,855	41,403	+1.6%	Shares	Sole	2024-10-30
2024-06-30	$2,420,736	40,760	+21.6%	Shares	Sole	2024-07-30
2024-03-31	$1,943,109	33,525	+4.5%	Shares	Sole	2024-05-07
2023-12-31	$1,579,469	32,090	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.