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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cornerstone Planning Group's CNXC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Concentrix (CNXC) stake by 99% in Q2 2026, selling an estimated $8.24K and leaving 3 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Cornerstone Planning Group first reported a position in CNXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.8K in Q3 2025. 273 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Cornerstone Planning Group held 3 shares of Concentrix worth $76 as of Q2 2026.
  • Cornerstone Planning Group sold 316 Concentrix shares in Q2 2026, an estimated $8.24K.
  • Concentrix made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1844 holding.
  • Cornerstone Planning Group first reported a position in Concentrix in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Concentrix position peaked at $12.8K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.