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IFP Advisors’s Concentrix CNXC Stock Holding History

IFP 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 		$5.24K Sell
234
-289
-55% -$7.54K ﹤0.01% 3765
2026
Q1 		$14.3K Sell
523
-221
-30% -$7.84K ﹤0.01% 2970
2025
Q4 		$30.9K Buy
744
+116
+18% +$4.71K ﹤0.01% 2469
2025
Q3 		$29K Sell
628
-72
-10% -$3.84K ﹤0.01% 2378
2025
Q2 		$37K Buy
700
+578
+474% +$30.5K ﹤0.01% 2207
2025
Q1 		$6.78K Buy
122
+45
+58% +$2.15K ﹤0.01% 2715
2024
Q4 		$3.33K Buy
77
+1
+1% +$44 ﹤0.01% 2936
2024
Q3 		$3.89K Hold
76
– – ﹤0.01% 2744
2024
Q2 		$4.8K Hold
76
– – ﹤0.01% 2572
2024
Q1 		$5.02K Hold
76
– – ﹤0.01% 2456
2023
Q4 		$7.45K Sell
76
-91
-54% -$7.93K ﹤0.01% 2290
2023
Q3 		$13.4K Buy
167
+121
+263% +$9.49K ﹤0.01% 2136
2023
Q2 		$3.71K Buy
46
+6
+15% +$561 ﹤0.01% 2646
2023
Q1 		$2.8K Sell
40
-112
-74% -$15.2K ﹤0.01% 2787
2022
Q4 		$25K Buy
152
+2
+1% +$243 ﹤0.01% 2709
2022
Q3 		$25K Buy
150
+4
+3% +$512 ﹤0.01% 2889
2022
Q2 		$25K Hold
146
– – ﹤0.01% 2663
2022
Q1 		$25K Buy
146
+106
+265% +$20.1K ﹤0.01% 2663
2021
Q4 		$7K Hold
40
– – ﹤0.01% 2336
2021
Q3 		$7K Sell
40
-4
-9% -$663 ﹤0.01% 2410
2021
Q2 		$7K Sell
44
-2
-4% -$308 ﹤0.01% 2337
2021
Q1 		$7K Sell
46
-6
-12% -$727 ﹤0.01% 2266
2020
Q4 		$5K Buy
+52
New +$5.2K ﹤0.01% 2309

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

IFP Advisors's CNXC Position: Q2 2026 in Review

IFP Advisors reduced its Concentrix (CNXC) stake by 55% in Q2 2026, selling an estimated $7.54K and leaving 234 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

IFP Advisors first reported a position in CNXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $37K in Q2 2025. 271 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • IFP Advisors held 234 shares of Concentrix worth $5.24K as of Q2 2026.
  • IFP Advisors sold 289 Concentrix shares in Q2 2026, an estimated $7.54K.
  • Concentrix made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3765 holding.
  • IFP Advisors first reported a position in Concentrix in Q4 2020 and has held it in 23 quarters since.
  • IFP Advisors's Concentrix position peaked at $37K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.