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Dogwood Wealth Management’s Concentrix CNXC Stock Holding History

Dogwood Wealth Management’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
2025
Q4 		– Sell
-36
Closed -$1.66K – 764
2025
Q3 		$1.66K Buy
+36
New +$1.92K ﹤0.01% 552

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dogwood Wealth Management's CNXC Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Concentrix (CNXC) in Q4 2025, closing a stake of 36 shares — an estimated $1.66K sold.

Dogwood Wealth Management first reported a position in CNXC in Q3 2025 and held it in 1 quarter. The position peaked at $1.66K in Q3 2025. 337 funds tracked by Wall St. Rank hold CNXC as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Concentrix position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 36 Concentrix shares in Q4 2025, an estimated $1.66K.
  • Dogwood Wealth Management first reported a position in Concentrix in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Concentrix position peaked at $1.66K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Concentrix as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.