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Concurrent Investment Advisors’s Fathom Holdings FTHM Stock Holding History

Concurrent Investment Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.3K Buy
+81,467
New +$63.8K ﹤0.01% 2039

Other funds holding FTHM

FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in Fathom Holdings (FTHM) in Q2 2026: 81,467 shares worth $82.3K. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings.

14 funds tracked by Wall St. Rank hold FTHM as of Q2 2026.

  • Concurrent Investment Advisors held 81,467 shares of Fathom Holdings worth $82.3K as of Q2 2026.
  • Fathom Holdings was a new Concurrent Investment Advisors position in Q2 2026.
  • Fathom Holdings made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2039 holding.
  • 14 funds tracked by Wall St. Rank held Fathom Holdings as of Q2 2026.

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