Creative Planning
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Creative Planning’s Concentrix CNXC Stock Holding History

Creative Planning’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 		$883K Buy
32,284
+22,632
+234% +$803K ﹤0.01% 2563
2025
Q4 		$401K Sell
9,652
-1,412
-13% -$57.3K ﹤0.01% 3024
2025
Q3 		$511K Buy
11,064
+6,315
+133% +$337K ﹤0.01% 2701
2025
Q2 		$251K Buy
+4,749
New +$251K ﹤0.01% 3054
2024
Q3 		– Sell
-3,432
Closed -$217K – 3219
2024
Q2 		$217K Sell
3,432
-15
-0.4% -$900 ﹤0.01% 2619
2024
Q1 		$228K Sell
3,447
-183
-5% -$14.9K ﹤0.01% 2476
2023
Q4 		$356K Sell
3,630
-947
-21% -$82.5K ﹤0.01% 1964
2023
Q3 		$367K Buy
4,577
+2,037
+80% +$160K ﹤0.01% 1775
2023
Q2 		$205K Buy
2,540
+737
+41% +$68.9K ﹤0.01% 2199
2023
Q1 		$219K Sell
1,803
-135
-7% -$18.3K ﹤0.01% 2055
2022
Q4 		$258K Sell
1,938
-150
-7% -$18.2K ﹤0.01% 1825
2022
Q3 		$233K Buy
2,088
+409
+24% +$52.3K ﹤0.01% 1805
2022
Q2 		$228K Sell
1,679
-15
-0.9% -$2.26K ﹤0.01% 1799
2022
Q1 		$282K Sell
1,694
-17
-1% -$3.23K ﹤0.01% 1669
2021
Q4 		$306K Sell
1,711
-41
-2% -$7.32K ﹤0.01% 1605
2021
Q3 		$310K Buy
1,752
+103
+6% +$17.1K ﹤0.01% 1572
2021
Q2 		$265K Sell
1,649
-448
-21% -$68.9K ﹤0.01% 1630
2021
Q1 		$314K Sell
2,097
-115
-5% -$13.9K ﹤0.01% 1775
2020
Q4 		$218K Buy
+2,212
New +$221K ﹤0.01% 1833

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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM