JFS Wealth Advisors’s Concentrix CNXC Stock Holding History

JFS 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	$135	Sell	6 -4	-40%	-$104	﹤0.01%	2203
2026 Q1	$274	Sell	10 -14	-58%	-$497	﹤0.01%	1810
2025 Q4	$998	Buy	24 +17	+243%	+$690	﹤0.01%	1702
2025 Q3	$324	Buy	+7	New	+$373	﹤0.01%	1809
2024 Q2	–	Sell	-7	Closed	-$464	–	1999
2024 Q1	$464	Hold	7	–	–	﹤0.01%	1797
2023 Q4	$688	Hold	7	–	–	﹤0.01%	1738
2023 Q3	$561	Sell	7 -10	-59%	-$784	﹤0.01%	1725
2023 Q2	$1.37K	Buy	17 +2	+13%	+$187	﹤0.01%	1505
2023 Q1	$1.82K	Hold	15	–	–	﹤0.01%	1406
2022 Q4	$2K	Buy	15 +9	+150%	+$1.09K	﹤0.01%	1372
2022 Q3	$1K	Sell	6 -17	-74%	-$2.17K	﹤0.01%	1514
2022 Q2	$3K	Buy	23 +13	+130%	+$1.96K	﹤0.01%	1161
2022 Q1	$2K	Buy	10 +6	+150%	+$1.14K	﹤0.01%	1391
2021 Q4	$1K	Buy	+4	New	+$714	﹤0.01%	1302

Other funds holding CNXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Concentrix (CNXC) stake by 40% in Q2 2026, selling an estimated $104 and leaving 6 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

JFS Wealth Advisors first reported a position in CNXC in Q4 2021 and has held it in 14 quarters since. The position peaked at $3K in Q2 2022. 271 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

JFS Wealth Advisors held 6 shares of Concentrix worth $135 as of Q2 2026.
JFS Wealth Advisors sold 4 Concentrix shares in Q2 2026, an estimated $104.
Concentrix made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2203 holding.
JFS Wealth Advisors first reported a position in Concentrix in Q4 2021 and has held it in 14 quarters since.
JFS Wealth Advisors's Concentrix position peaked at $3K in Q2 2022.
271 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.