Concurrent Investment Advisors’s Dana Inc DAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$268K	Buy	+9,816	New	+$282K	﹤0.01%	1957

Other funds holding DAN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors's DAN Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Dana Inc (DAN) in Q3 2026: 9,816 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings.

31 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

Concurrent Investment Advisors held 9,816 shares of Dana Inc worth $268K as of Q3 2026.
Dana Inc was a new Concurrent Investment Advisors position in Q3 2026.
Dana Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1957 holding.
31 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.