Concurrent Investment Advisors’s Bank of New York Mellon BK Stock Holding History

Concurrent Investment Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.79M	Sell
2025 Q2	$2.86M	Sell
2025 Q1	$2.94M	Sell
2024 Q4	$3.13M	Buy
2024 Q3	$518K	Sell
2024 Q2	$489K	Buy
2024 Q1	$430K	Buy
2023 Q4	$360K	Buy