Back to TFC-PR
Concurrent Investment Advisors, LLC → TFC-PR
Concurrent Investment Advisors, LLC TFC-PR Position History
Truist Financial Corporation • Banking
Quarters held
10
Latest value
$19K
Q3 2026
Peak value
$13.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $11.3M |
| Q1 2026 | $11.4M |
| Q1 2026 | $2.8M |
| Q2 2026 | $5M |
| Q2 2026 | $13.8M |
| Q3 2026 | $13.7M |
| Q3 2026 | $139K |
| Q3 2026 | $19K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19K | 400 | — | — |
| Q3 2026 | $139K | 3.0K | — | — |
| Q3 2026 | $13.7M | 296.6K | — | — |
| Q2 2026 | $13.8M | 277.9K | — | — |
| Q2 2026 | $5M | 99.6K | — | — |
| Q1 2026 | $2.8M | 59.9K | — | — |
| Q1 2026 | $11.4M | 247.7K | — | — |
| Q4 2025 | $11.3M | 230.4K | — | — |
| Q4 2025 | $1.9M | 38.3K | — | — |
| Q3 2025 | $7.2M | 157.2K | — | — |
Other funds holding TFC-PR
$5.2B
$4.9B
$4.9B
$4.6B
$2.9B
$2.9B
$2.9B
$2.8B