Concurrent Investment Advisors’s Comstock LODE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$91.3K	Buy	+39,347	New	+$130K	﹤0.01%	2287

Other funds holding LODE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Torrey Growth & Income Advisors Del Mar, California $297M AUM 36.15% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in Comstock (LODE) in Q3 2026: 39,347 shares worth $91.3K. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings.

25 funds tracked by Wall St. Rank hold LODE as of Q3 2026.

Concurrent Investment Advisors held 39,347 shares of Comstock worth $91.3K as of Q3 2026.
Comstock was a new Concurrent Investment Advisors position in Q3 2026.
Comstock made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2287 holding.
25 funds tracked by Wall St. Rank held Comstock as of Q3 2026.

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