Concurrent Investment Advisors
PTGX icon

Concurrent Investment Advisors’s Protagonist Therapeutics PTGX Stock Holding History

Concurrent Investment Advisors’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256K Sell
1,815
-111
-6% -$15.8K ﹤0.01% 1990
2026
Q2 		$236K Sell
1,926
-134
-7% -$14K ﹤0.01% 1847
2026
Q1 		$217K Buy
+2,060
New +$182K ﹤0.01% 1702

Other funds holding PTGX

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Protagonist Therapeutics (PTGX) stake by 5.8% in Q3 2026, selling an estimated $15.8K and leaving 1,815 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Concurrent Investment Advisors first reported a position in PTGX in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold PTGX as of Q3 2026.

  • Concurrent Investment Advisors held 1,815 shares of Protagonist Therapeutics worth $256K as of Q3 2026.
  • Concurrent Investment Advisors sold 111 Protagonist Therapeutics shares in Q3 2026, an estimated $15.8K.
  • Protagonist Therapeutics made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1990 holding.
  • Concurrent Investment Advisors first reported a position in Protagonist Therapeutics in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q3 2026.

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