Essential Partners’s Concentrix CNXC Stock Holding History

Essential 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 Q3	$10.8K	Sell	434 -442	-50%	-$11.6K	﹤0.01%	1161
2026 Q2	$19.6K	Sell	876 -248	-22%	-$6.47K	0.01%	913
2026 Q1	$30.8K	Sell	1,124 -4,218	-79%	-$150K	0.01%	755
2025 Q4	$222K	Sell	5,342 -8,317	-61%	-$337K	0.07%	297
2025 Q3	$630K	Buy	13,659 +357	+3%	+$19K	0.21%	135
2025 Q2	$703K	Buy	+13,302	New	+$703K	0.28%	106

Other funds holding CNXC

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Essential Partners's CNXC Position: Q3 2026 in Review

Essential Partners reduced its Concentrix (CNXC) stake by 50% in Q3 2026, selling an estimated $11.6K and leaving 434 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Essential Partners first reported a position in CNXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $703K in Q2 2025. 22 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

Essential Partners held 434 shares of Concentrix worth $10.8K as of Q3 2026.
Essential Partners sold 442 Concentrix shares in Q3 2026, an estimated $11.6K.
Concentrix made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1161 holding.
Essential Partners first reported a position in Concentrix in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Concentrix position peaked at $703K in Q2 2025.
22 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.