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 Q2	$77	Buy	+3	New	+$71	﹤0.01%	869

Other funds holding CORZ

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Capelight Capital Asset Management New York $208M AUM

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Blue Jean Financial Albany, New York $144M AUM

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Concord Wealth Partners's CORZ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Core Scientific (CORZ) in Q2 2026: 3 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

100 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

Concord Wealth Partners held 3 shares of Core Scientific worth $77 as of Q2 2026.
Core Scientific was a new Concord Wealth Partners position in Q2 2026.
Core Scientific made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #869 holding.
100 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.