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Concord Wealth Partners’s Brinker International EAT Stock Holding History

Concord Wealth Partners’s Portfolio EAT Stock Details EAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-139
Closed -$25K – 847
2025
Q2 		$25K Buy
+139
New +$21.8K ﹤0.01% 439

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D.E. Shaw & Co
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State Street
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UBS Group
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Renaissance Technologies
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Arrowstreet Capital
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's EAT Position: Q3 2025 in Review

Concord Wealth Partners sold out of Brinker International (EAT) in Q3 2025, closing a stake of 139 shares — an estimated $25K sold.

Concord Wealth Partners first reported a position in EAT in Q2 2025 and held it in 1 quarter. The position peaked at $25K in Q2 2025. 469 funds tracked by Wall St. Rank hold EAT as of Q3 2025.

  • Concord Wealth Partners reported no remaining Brinker International position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 139 Brinker International shares in Q3 2025, an estimated $25K.
  • Concord Wealth Partners first reported a position in Brinker International in Q2 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Brinker International position peaked at $25K in Q2 2025.
  • 469 funds tracked by Wall St. Rank held Brinker International as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.