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CBIZ Investment Advisory Services’s Concentrix CNXC Stock Holding History

CBIZ Investment Advisory Services’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-489
Closed -$20.3K – 478
2025
Q4 		$20.3K Sell
489
-3
-0.6% -$122 ﹤0.01% 262
2025
Q3 		$22.7K Sell
492
-7
-1% -$373 ﹤0.01% 236
2025
Q2 		$26.4K Buy
499
+6
+1% +$317 ﹤0.01% 218
2025
Q1 		$27.5K Sell
493
-3
-0.6% -$144 ﹤0.01% 181
2024
Q4 		$21.5K Buy
496
+239
+93% +$10.6K ﹤0.01% 209
2024
Q3 		$13.2K Buy
257
+16
+7% +$1.07K ﹤0.01% 251
2024
Q2 		$15.2K Buy
241
+34
+16% +$2.04K ﹤0.01% 206
2024
Q1 		$13.7K Buy
+207
New +$16.8K ﹤0.01% 232

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CBIZ Investment Advisory Services's CNXC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Concentrix (CNXC) in Q1 2026, closing a stake of 489 shares — an estimated $20.3K sold.

CBIZ Investment Advisory Services first reported a position in CNXC in Q1 2024 and held it in 8 quarters. The position peaked at $27.5K in Q1 2025. 304 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Concentrix position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 489 Concentrix shares in Q1 2026, an estimated $20.3K.
  • CBIZ Investment Advisory Services first reported a position in Concentrix in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Concentrix position peaked at $27.5K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.