Concurrent Investment Advisors’s Diamond Hill DHIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-67,616	Closed	-$11.6M	–	2128
2026 Q1	$11.6M	Hold	67,616	–	–	0.13%	174
2025 Q4	$11.5M	Buy	67,616 +3	+0%	+$415	0.13%	164
2025 Q3	$9.47M	Buy	67,613 +42,800	+172%	+$6.25M	0.16%	126
2025 Q2	$3.61M	Buy	24,813 +1,100	+5%	+$151K	0.07%	286
2025 Q1	$3.39M	Buy	+23,713	New	+$3.5M	0.08%	250

Other funds holding DHIL

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 67,616 shares — an estimated $11.6M sold.

Concurrent Investment Advisors first reported a position in DHIL in Q1 2025 and held it in 5 quarters. The position peaked at $11.6M in Q1 2026. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

Concurrent Investment Advisors reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 67,616 Diamond Hill shares in Q2 2026, an estimated $11.6M.
Concurrent Investment Advisors first reported a position in Diamond Hill in Q1 2025 and held it in 5 quarters.
Concurrent Investment Advisors's Diamond Hill position peaked at $11.6M in Q1 2026.
2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

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