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Concurrent Investment Advisors’s SPX Corp SPXC Stock Holding History

Concurrent Investment Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Sell
1,651
-38
-2% -$8.31K ﹤0.01% 1525
2026
Q1 		$338K Buy
1,689
+242
+17% +$52K ﹤0.01% 1411
2025
Q4 		$289K Buy
+1,447
New +$295K ﹤0.01% 1422

Other funds holding SPXC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its SPX Corp (SPXC) stake by 2.2% in Q2 2026, selling an estimated $8.31K and leaving 1,651 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Concurrent Investment Advisors first reported a position in SPXC in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Concurrent Investment Advisors held 1,651 shares of SPX Corp worth $405K as of Q2 2026.
  • Concurrent Investment Advisors sold 38 SPX Corp shares in Q2 2026, an estimated $8.31K.
  • SPX Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1525 holding.
  • Concurrent Investment Advisors first reported a position in SPX Corp in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

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