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Farther Finance Advisors’s Concentrix CNXC Stock Holding History

Farther Finance 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
Q3 		$9.18K Sell
368
-199
-35% -$5.2K ﹤0.01% 4671
2026
Q2 		$13K Sell
567
-1,047
-65% -$27.3K ﹤0.01% 4263
2026
Q1 		$42.9K Buy
1,614
+337
+26% +$12K ﹤0.01% 3096
2025
Q4 		$53.1K Buy
1,277
+1,222
+2,222% +$49.6K ﹤0.01% 2773
2025
Q3 		$2.54K Buy
55
+24
+77% +$1.28K ﹤0.01% 4050
2025
Q2 		$1.64K Sell
31
-4
-11% -$211 ﹤0.01% 3767
2025
Q1 		$1.89K Sell
35
-14
-29% -$670 ﹤0.01% 3416
2024
Q4 		$2.12K Sell
49
-17
-26% -$756 ﹤0.01% 2974
2024
Q3 		$3.38K Buy
66
+12
+22% +$803 ﹤0.01% 2801
2024
Q2 		$3.44K Buy
54
+26
+93% +$1.56K ﹤0.01% 2560
2024
Q1 		$1.77K Sell
28
-91
-76% -$7.39K ﹤0.01% 2534
2023
Q4 		$11.7K Buy
119
+108
+982% +$9.41K ﹤0.01% 1550
2023
Q3 		$881 Buy
11
+3
+38% +$235 ﹤0.01% 2111
2023
Q2 		$646 Buy
+8
New +$748 ﹤0.01% 2079

Other funds holding CNXC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCM
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's CNXC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Concentrix (CNXC) stake by 35% in Q3 2026, selling an estimated $5.2K and leaving 368 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4671.

Farther Finance Advisors first reported a position in CNXC in Q2 2023 and has held it in 14 quarters since. The position peaked at $53.1K in Q4 2025. 15 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • Farther Finance Advisors held 368 shares of Concentrix worth $9.18K as of Q3 2026.
  • Farther Finance Advisors sold 199 Concentrix shares in Q3 2026, an estimated $5.2K.
  • Concentrix made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4671 holding.
  • Farther Finance Advisors first reported a position in Concentrix in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Concentrix position peaked at $53.1K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.