Concurrent Investment Advisors
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Concurrent Investment Advisors’s Namib Minerals NAMM Stock Holding History

Concurrent Investment Advisors’s Portfolio NAMM Stock Details NAMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,000
Closed -$18.8K – 2542
2026
Q2 		$18.8K Buy
+10,000
New +$18.9K ﹤0.01% 2085

Other funds holding NAMM

Atlas Merchant Capital
Atlas Merchant Capital New York $6.46M AUM 79.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $374M AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of Namib Minerals (NAMM) in Q3 2026, closing a stake of 10,000 shares — an estimated $18.8K sold.

Concurrent Investment Advisors first reported a position in NAMM in Q2 2026 and held it in 1 quarter. The position peaked at $18.8K in Q2 2026. 10 funds tracked by Wall St. Rank hold NAMM as of Q3 2026.

  • Concurrent Investment Advisors reported no remaining Namib Minerals position as of Q3 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,000 Namib Minerals shares in Q3 2026, an estimated $18.8K.
  • Concurrent Investment Advisors first reported a position in Namib Minerals in Q2 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Namib Minerals position peaked at $18.8K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Namib Minerals as of Q3 2026.

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