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Concurrent Investment Advisors, LLC → USB
Concurrent Investment Advisors, LLC USB Position History
U.S. Bancorp • Financial Services
Quarters held
9
Latest value
$98K
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $3.6M |
| Q4 2025 | $315K |
| Q1 2026 | $3.3M |
| Q1 2026 | $479K |
| Q2 2026 | $3.8M |
| Q2 2026 | $475K |
| Q3 2026 | $4M |
| Q3 2026 | $98K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $98K | 1.7K | — | — |
| Q3 2026 | $4M | 69.1K | — | — |
| Q2 2026 | $475K | 7.9K | — | — |
| Q2 2026 | $3.8M | 63.2K | — | — |
| Q1 2026 | $479K | 9.2K | — | — |
| Q1 2026 | $3.3M | 64.3K | — | — |
| Q4 2025 | $315K | 5.9K | — | — |
| Q4 2025 | $3.6M | 66.9K | — | — |
| Q3 2025 | $3.2M | 65.6K | — | — |
Other funds holding USB
$6.2B
$6.1B
$5.6B
$4.5B
$4.5B
$3.8B
$3.6B