Concurrent Investment Advisors, LLC

Position in WTFC — Wintrust Financial Corp

CIK 2001015 Tampa, FL

Position in WTFC

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

Position Value

$1,839,922

+$269,901 QoQ

Shares Held

11,448

+1.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#218

of 592 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. WTFC ranks #9 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,839,922	11,448	+1.3%	Shares	Sole	2026-07-27
2026-03-31	$1,570,021	11,300	+3.1%	Shares	Sole	2026-04-21
2025-12-31	$1,531,867	10,956	+5.2%	Shares	Sole	2026-01-29
2025-09-30	$1,378,700	10,410	+0.2%	Shares	Sole	2025-10-27
2025-06-30	$1,288,524	10,393	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$1,145,517	10,186	+0.1%	Shares	Sole	2025-04-29
2024-12-31	$1,269,423	10,179	-0.6%	Shares	Sole	2025-02-03
2024-09-30	$1,111,455	10,241	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$1,015,562	10,304	+1.4%	Shares	Sole	2024-07-30
2024-03-31	$1,060,498	10,159	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$941,598	10,152	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.