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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
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

GBL
Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cornerstone Planning Group's CNXC Position: Q1 2026 in Review

Cornerstone Planning Group increased its Concentrix (CNXC) stake by 1.9% in Q1 2026, buying an estimated $213 and bringing the position to 319 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Cornerstone Planning Group first reported a position in CNXC in Q1 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q3 2025. 300 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Cornerstone Planning Group held 319 shares of Concentrix worth $7.59K as of Q1 2026.
  • Cornerstone Planning Group bought 6 Concentrix shares in Q1 2026, an estimated $213.
  • Concentrix made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #980 holding.
  • Cornerstone Planning Group first reported a position in Concentrix in Q1 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Concentrix position peaked at $12.8K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.