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Integrated Wealth Concepts’s Concentrix CNXC Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-7,411
Closed -$203K – 2436
2026
Q1 		$203K Buy
+7,411
New +$263K ﹤0.01% 2105
2025
Q4 		– Sell
-7,696
Closed -$355K – 1698
2025
Q3 		$355K Buy
7,696
+543
+8% +$29K ﹤0.01% 1539
2025
Q2 		$378K Buy
+7,153
New +$378K ﹤0.01% 1426

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

Integrated Wealth Concepts's CNXC Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Concentrix (CNXC) in Q2 2026, closing a stake of 7,411 shares — an estimated $203K sold.

Integrated Wealth Concepts first reported a position in CNXC in Q2 2025 and held it in 3 quarters. The position peaked at $378K in Q2 2025. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Concentrix position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,411 Concentrix shares in Q2 2026, an estimated $203K.
  • Integrated Wealth Concepts first reported a position in Concentrix in Q2 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's Concentrix position peaked at $378K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.