EWM
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Empirical Wealth Management’s Concentrix CNXC Stock Holding History

Empirical 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
2026
Q2 		– Sell
-8,566
Closed -$234K – 1075
2026
Q1 		$234K Buy
+8,566
New +$304K ﹤0.01% 892

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

Empirical Wealth Management's CNXC Position: Q2 2026 in Review

Empirical Wealth Management sold out of Concentrix (CNXC) in Q2 2026, closing a stake of 8,566 shares — an estimated $234K sold.

Empirical Wealth Management first reported a position in CNXC in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Empirical Wealth Management reported no remaining Concentrix position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 8,566 Concentrix shares in Q2 2026, an estimated $234K.
  • Empirical Wealth Management first reported a position in Concentrix in Q1 2026 and held it in 1 quarter.
  • Empirical Wealth Management's Concentrix position peaked at $234K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.