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Concurrent Investment Advisors’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Concurrent Investment Advisors’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.1K Hold
10,128
– – ﹤0.01% 2082
2026
Q1 		$25.9K Hold
10,128
– – ﹤0.01% 1901
2025
Q4 		$28.7K Buy
+10,128
New +$28.9K ﹤0.01% 1755

Other funds holding CIK

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Concurrent Investment Advisors held its UBS Asset Management Income Fund, Inc. (CIK) position steady in Q2 2026 at 10,128 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Concurrent Investment Advisors first reported a position in CIK in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.7K in Q4 2025. 52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Concurrent Investment Advisors held 10,128 shares of UBS Asset Management Income Fund, Inc. worth $25.1K as of Q2 2026.
  • Concurrent Investment Advisors left its UBS Asset Management Income Fund, Inc. share count unchanged in Q2 2026.
  • UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2082 holding.
  • Concurrent Investment Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's UBS Asset Management Income Fund, Inc. position peaked at $28.7K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

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