CIA
SLDE

Concurrent Investment Advisors’s Slide Insurance Holdings SLDE Stock Holding History

Concurrent Investment Advisors’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Sell
20,325
-10
-0% -$181 ﹤0.01% 1542
2026
Q1 		$366K Sell
20,335
-20,165
-50% -$353K ﹤0.01% 1380
2025
Q4 		$789K Buy
+40,500
New +$675K 0.01% 937

Other funds holding SLDE

FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Slide Insurance Holdings (SLDE) stake by 0.05% in Q2 2026, selling an estimated $181 and leaving 20,325 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Concurrent Investment Advisors first reported a position in SLDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $789K in Q4 2025. 18 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Concurrent Investment Advisors held 20,325 shares of Slide Insurance Holdings worth $394K as of Q2 2026.
  • Concurrent Investment Advisors sold 10 Slide Insurance Holdings shares in Q2 2026, an estimated $181.
  • Slide Insurance Holdings made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1542 holding.
  • Concurrent Investment Advisors first reported a position in Slide Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Slide Insurance Holdings position peaked at $789K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

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