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Concurrent Investment Advisors’s Hennessy Advisors HNNA Stock Holding History

Concurrent Investment Advisors’s Portfolio HNNA Stock Details HNNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Buy
+10,539
New +$105K ﹤0.01% 1824

Other funds holding HNNA

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Concurrent Investment Advisors's HNNA Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Hennessy Advisors (HNNA) in Q1 2026: 10,539 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings.

33 funds tracked by Wall St. Rank hold HNNA as of Q1 2026.

  • Concurrent Investment Advisors held 10,539 shares of Hennessy Advisors worth $103K as of Q1 2026.
  • Hennessy Advisors was a new Concurrent Investment Advisors position in Q1 2026.
  • Hennessy Advisors made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1824 holding.
  • 33 funds tracked by Wall St. Rank held Hennessy Advisors as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.