Concord Wealth Partners
CORZ icon

Concord Wealth Partners’s Core Scientific CORZ Stock Holding History

Concord Wealth Partners’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48 Hold
3
– – ﹤0.01% 804
2026
Q2 		$77 Buy
+3
New +$71 ﹤0.01% 869

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Bank of New York Mellon
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CCAM
Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return
Citigroup
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Mutual of America Capital Management
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Nations Financial Group
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Concord Wealth Partners's CORZ Position: Q3 2026 in Review

Concord Wealth Partners held its Core Scientific (CORZ) position steady in Q3 2026 at 3 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Concord Wealth Partners first reported a position in CORZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $77 in Q2 2026. 158 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

  • Concord Wealth Partners held 3 shares of Core Scientific worth $48 as of Q3 2026.
  • Concord Wealth Partners left its Core Scientific share count unchanged in Q3 2026.
  • Core Scientific made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #804 holding.
  • Concord Wealth Partners first reported a position in Core Scientific in Q2 2026 and has held it in 2 quarters since.
  • Concord Wealth Partners's Core Scientific position peaked at $77 in Q2 2026.
  • 158 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.