Concorde Financial Corp
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,149
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 26 | 124,149 | 13F-HR | Concorde Financial Corp |
| Q1 2026 | 5/15/2026 | 26 | 127,337 | 13F-HR | Concorde Financial Corp |
| Q4 2025 | 2/17/2026 | 27 | 129,007 | 13F-HR | Concorde Financial Corp |
| Q3 2025 | 11/14/2025 | 36 | 180,416 | 13F-HR | Concorde Financial Corp |
| Q2 2025 | 8/14/2025 | 55 | 169,117 | 13F-HR | Concorde Financial Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120.4 K | 97.0% | 0 | 3.434 K | -3.434 K |
| ETFs | 3.729 K | 3.0% | 246 | 0 | 246 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
124,149
Holdings
26
QoQ value change ($000)
-3,188
(-2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.