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JPL Wealth Management’s Concentrix CNXC Stock Holding History

JPL 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 		$829 Sell
37
-11
-23% -$287 ﹤0.01% 1328
2026
Q1 		$1.31K Buy
+48
New +$1.7K ﹤0.01% 1111

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

JPL Wealth Management's CNXC Position: Q2 2026 in Review

JPL Wealth Management reduced its Concentrix (CNXC) stake by 23% in Q2 2026, selling an estimated $287 and leaving 37 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

JPL Wealth Management first reported a position in CNXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31K in Q1 2026. 273 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • JPL Wealth Management held 37 shares of Concentrix worth $829 as of Q2 2026.
  • JPL Wealth Management sold 11 Concentrix shares in Q2 2026, an estimated $287.
  • Concentrix made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1328 holding.
  • JPL Wealth Management first reported a position in Concentrix in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Concentrix position peaked at $1.31K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.