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EverSource Wealth Advisors’s Concentrix CNXC Stock Holding History

EverSource Wealth Advisors’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 		$44.9K Sell
2,005
-1,504
-43% -$39.2K ﹤0.01% 1847
2026
Q1 		$96K Buy
3,509
+1,960
+127% +$69.6K ﹤0.01% 1454
2025
Q4 		$64.4K Sell
1,549
-2,597
-63% -$105K ﹤0.01% 1577
2025
Q3 		$191K Sell
4,146
-287
-6% -$15.3K 0.01% 926
2025
Q2 		$234K Buy
4,433
+3,057
+222% +$161K 0.01% 799
2025
Q1 		$76.6K Buy
1,376
+957
+228% +$45.8K ﹤0.01% 1020
2024
Q4 		$18.1K Buy
419
+32
+8% +$1.42K ﹤0.01% 1683
2024
Q3 		$19.8K Buy
387
+25
+7% +$1.67K ﹤0.01% 1490
2024
Q2 		$25.5K Buy
362
+117
+48% +$7.02K ﹤0.01% 1387
2024
Q1 		$13.4K Sell
245
-797
-76% -$64.7K ﹤0.01% 1552
2023
Q4 		$102K Sell
1,042
-271
-21% -$23.6K 0.01% 629
2023
Q3 		$105K Buy
1,313
+754
+135% +$59.1K 0.01% 554
2023
Q2 		$45.1K Buy
559
+428
+327% +$40K 0.01% 875
2023
Q1 		$15.9K Buy
131
+108
+470% +$14.7K ﹤0.01% 1169
2022
Q4 		$3.06K Sell
23
-2
-8% -$243 ﹤0.01% 1782
2022
Q3 		$3K Buy
+25
New +$3.2K ﹤0.01% 1518

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

EverSource Wealth Advisors's CNXC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Concentrix (CNXC) stake by 43% in Q2 2026, selling an estimated $39.2K and leaving 2,005 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

EverSource Wealth Advisors first reported a position in CNXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $234K in Q2 2025. 271 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • EverSource Wealth Advisors held 2,005 shares of Concentrix worth $44.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,504 Concentrix shares in Q2 2026, an estimated $39.2K.
  • Concentrix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1847 holding.
  • EverSource Wealth Advisors first reported a position in Concentrix in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Concentrix position peaked at $234K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.