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Concurrent Investment Advisors’s Fox Class A FOXA Stock Holding History

Concurrent Investment Advisors’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Sell
4,730
-1,051
-18% -$64.9K ﹤0.01% 1815
2026
Q1 		$338K Buy
5,781
+905
+19% +$57.7K ﹤0.01% 1412
2025
Q4 		$356K Buy
4,876
+1,180
+32% +$77.1K ﹤0.01% 1300
2025
Q3 		$233K Buy
+3,696
New +$214K ﹤0.01% 1275

Other funds holding FOXA

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Fox Class A (FOXA) stake by 18% in Q2 2026, selling an estimated $64.9K and leaving 4,730 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Concurrent Investment Advisors first reported a position in FOXA in Q3 2025 and has held it in 4 quarters since. The position peaked at $356K in Q4 2025. 281 funds tracked by Wall St. Rank hold FOXA as of Q2 2026.

  • Concurrent Investment Advisors held 4,730 shares of Fox Class A worth $247K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,051 Fox Class A shares in Q2 2026, an estimated $64.9K.
  • Fox Class A made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1815 holding.
  • Concurrent Investment Advisors first reported a position in Fox Class A in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Fox Class A position peaked at $356K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Fox Class A as of Q2 2026.

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