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Concurrent Investment Advisors’s TMC The Metals Company TMC Stock Holding History

Concurrent Investment Advisors’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.8K Buy
20,055
+1,088
+6% +$5.67K ﹤0.01% 2034
2026
Q1 		$88.6K Sell
18,967
-20,230
-52% -$130K ﹤0.01% 1831
2025
Q4 		$242K Buy
39,197
+5,397
+16% +$37.9K ﹤0.01% 1527
2025
Q3 		$215K Sell
33,800
-4,068
-11% -$24.4K ﹤0.01% 1321
2025
Q2 		$250K Buy
37,868
+4,023
+12% +$15.4K ﹤0.01% 1161
2025
Q1 		$58.2K Buy
+33,845
New +$56.9K ﹤0.01% 1194

Other funds holding TMC

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NHT
New Hampshire Trust Concord, New Hampshire $530M AUM 22.91% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

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

Concurrent Investment Advisors increased its TMC The Metals Company (TMC) stake by 5.7% in Q2 2026, buying an estimated $5.67K and bringing the position to 20,055 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Concurrent Investment Advisors first reported a position in TMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $250K in Q2 2025. 43 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

  • Concurrent Investment Advisors held 20,055 shares of TMC The Metals Company worth $88.8K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,088 TMC The Metals Company shares in Q2 2026, an estimated $5.67K.
  • TMC The Metals Company made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2034 holding.
  • Concurrent Investment Advisors first reported a position in TMC The Metals Company in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's TMC The Metals Company position peaked at $250K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

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