Concurrent Investment Advisors’s WesBanco WSBC Stock Holding History

Concurrent Investment Advisors’s Portfolio WSBC Stock Details WSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Buy	+8,063	New	+$326K	﹤0.01%	1878

Other funds holding WSBC

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in WesBanco (WSBC) in Q3 2026: 8,063 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings.

31 funds tracked by Wall St. Rank hold WSBC as of Q3 2026.

Concurrent Investment Advisors held 8,063 shares of WesBanco worth $302K as of Q3 2026.
WesBanco was a new Concurrent Investment Advisors position in Q3 2026.
WesBanco made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1878 holding.
31 funds tracked by Wall St. Rank held WesBanco as of Q3 2026.

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