Cornerstone Planning Group
CNXC icon

Cornerstone Planning Group’s Concentrix CNXC Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-3
Closed -$76 – 463
2026
Q2 		$76 Sell
3
-316
-99% -$8.24K ﹤0.01% 1844
2026
Q1 		$7.59K Buy
319
+6
+2% +$213 ﹤0.01% 980
2025
Q4 		$11.4K Hold
313
– – ﹤0.01% 765
2025
Q3 		$12.8K Buy
+313
New +$16.7K ﹤0.01% 702
2025
Q2 		– Sell
-107
Closed -$5.15K – 1561
2025
Q1 		$5.15K Buy
+107
New +$5.12K ﹤0.01% 725

Other funds holding CNXC

Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cornerstone Planning Group's CNXC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Concentrix (CNXC) in Q3 2026, closing a stake of 3 shares — an estimated $76 sold.

Cornerstone Planning Group first reported a position in CNXC in Q1 2025 and held it in 5 quarters. The position peaked at $12.8K in Q3 2025. 54 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Concentrix position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3 Concentrix shares in Q3 2026, an estimated $76.
  • Cornerstone Planning Group first reported a position in Concentrix in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Concentrix position peaked at $12.8K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.