Concurrent Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07M	Buy	+57,380	New	+$1.93M	0.02%	711

Other funds holding CLMT

TSC

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WDOM

Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in Calumet Specialty Products (CLMT) in Q2 2026: 57,380 shares worth $2.07M. The stake represents 0.02% of the portfolio and ranks #711 among its holdings.

188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Concurrent Investment Advisors held 57,380 shares of Calumet Specialty Products worth $2.07M as of Q2 2026.
Calumet Specialty Products was a new Concurrent Investment Advisors position in Q2 2026.
Calumet Specialty Products made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #711 holding.
188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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