Elevation Wealth Partners’s Concentrix CNXC Stock Holding History

Elevation Wealth Partners’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	$13.2K	Sell	589 -77	-12%	-$2.01K	﹤0.01%	722
2026 Q1	$18.2K	Sell	666 -92	-12%	-$3.27K	0.01%	399
2025 Q4	$31.5K	Sell	758 -188	-20%	-$7.63K	0.01%	299
2025 Q3	$43.7K	Hold	946	–	–	0.02%	257
2025 Q2	$50K	Sell	946 -211	-18%	-$11.1K	0.02%	236
2025 Q1	$64.4K	Sell	1,157 -471	-29%	-$22.6K	0.03%	205
2024 Q4	$70.4K	Sell	1,628 -607	-27%	-$27K	0.03%	201
2024 Q3	$115K	Hold	2,235	–	–	0.05%	153
2024 Q2	$141K	Hold	2,235	–	–	0.07%	136
2024 Q1	$148K	Hold	2,235	–	–	0.07%	128
2023 Q4	$179K	Hold	2,235	–	–	0.11%	111
2023 Q3	$179K	Hold	2,235	–	–	0.15%	68
2023 Q2	$180K	Hold	2,235	–	–	0.15%	69
2023 Q1	$272K	Buy	+2,235	New	+$304K	0.25%	50

Other funds holding CNXC

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $224M AUM

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Elevation Wealth Partners's CNXC Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Concentrix (CNXC) stake by 12% in Q2 2026, selling an estimated $2.01K and leaving 589 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Elevation Wealth Partners first reported a position in CNXC in Q1 2023 and has held it in 14 quarters since. The position peaked at $272K in Q1 2023. 60 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

Elevation Wealth Partners held 589 shares of Concentrix worth $13.2K as of Q2 2026.
Elevation Wealth Partners sold 77 Concentrix shares in Q2 2026, an estimated $2.01K.
Concentrix made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #722 holding.
Elevation Wealth Partners first reported a position in Concentrix in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Concentrix position peaked at $272K in Q1 2023.
60 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.