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Kaufman Rossin Wealth’s Concentrix CNXC Stock Holding History

Kaufman Rossin Wealth’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
2025
Q4 		– Sell
-6,255
Closed -$289K – 163
2025
Q3 		$289K Sell
6,255
-75
-1% -$4K 0.16% 100
2025
Q2 		$335K Sell
6,330
-185
-3% -$9.77K 0.21% 69
2025
Q1 		$362K Buy
+6,515
New +$312K 0.26% 68

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kaufman Rossin Wealth's CNXC Position: Q4 2025 in Review

Kaufman Rossin Wealth sold out of Concentrix (CNXC) in Q4 2025, closing a stake of 6,255 shares — an estimated $289K sold.

Kaufman Rossin Wealth first reported a position in CNXC in Q1 2025 and held it in 3 quarters. The position peaked at $362K in Q1 2025. 337 funds tracked by Wall St. Rank hold CNXC as of Q4 2025.

  • Kaufman Rossin Wealth reported no remaining Concentrix position as of Q4 2025 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 6,255 Concentrix shares in Q4 2025, an estimated $289K.
  • Kaufman Rossin Wealth first reported a position in Concentrix in Q1 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Concentrix position peaked at $362K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Concentrix as of Q4 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.