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Concurrent Investment Advisors’s Bullfrog AI BFRG Stock Holding History

Concurrent Investment Advisors’s Portfolio BFRG Stock Details BFRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$16.8K – 2108
2026
Q1 		$16.8K Buy
+10,000
New +$6.51K ﹤0.01% 1911

Other funds holding BFRG

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Concurrent Investment Advisors's BFRG Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Bullfrog AI (BFRG) in Q2 2026, closing a stake of 10,000 shares — an estimated $16.8K sold.

Concurrent Investment Advisors first reported a position in BFRG in Q1 2026 and held it in 1 quarter. The position peaked at $16.8K in Q1 2026. 6 funds tracked by Wall St. Rank hold BFRG as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Bullfrog AI position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,000 Bullfrog AI shares in Q2 2026, an estimated $16.8K.
  • Concurrent Investment Advisors first reported a position in Bullfrog AI in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Bullfrog AI position peaked at $16.8K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Bullfrog AI as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.