SageView Advisory Group’s Concentra Group Holdings CON Stock Holding History

SageView Advisory Group’s Portfolio CON Stock Details CON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$45.9K	Buy	+2,330	New	+$46.6K	﹤0.01%	1113

Other funds holding CON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SageView Advisory Group's CON Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Concentra Group Holdings (CON) in Q4 2025: 2,330 shares worth $45.9K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

260 funds tracked by Wall St. Rank hold CON as of Q4 2025.

SageView Advisory Group held 2,330 shares of Concentra Group Holdings worth $45.9K as of Q4 2025.
Concentra Group Holdings was a new SageView Advisory Group position in Q4 2025.
Concentra Group Holdings made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1113 holding.
260 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.