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Institute for Wealth Management’s Concentrix CNXC Stock Holding History

Institute for 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 		$247 Buy
+11
New +$287 ﹤0.01% 1722

Other funds holding CNXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Institute for Wealth Management's CNXC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Concentrix (CNXC) in Q2 2026: 11 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings.

109 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Institute for Wealth Management held 11 shares of Concentrix worth $247 as of Q2 2026.
  • Concentrix was a new Institute for Wealth Management position in Q2 2026.
  • Concentrix made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1722 holding.
  • 109 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.