LPL Financial
CNXC icon

LPL Financial’s Concentrix CNXC Stock Holding History

LPL Financial’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 		$731K Sell
32,636
-22,467
-41% -$586K ﹤0.01% 4694
2026
Q1 		$1.51M Sell
55,103
-5,539
-9% -$197K ﹤0.01% 3780
2025
Q4 		$2.52M Buy
60,642
+22,169
+58% +$899K ﹤0.01% 3174
2025
Q3 		$1.78M Buy
38,473
+13,527
+54% +$722K ﹤0.01% 3423
2025
Q2 		$1.32M Buy
24,946
+1,922
+8% +$102K ﹤0.01% 3502
2025
Q1 		$1.28M Sell
23,024
-6,515
-22% -$312K ﹤0.01% 3336
2024
Q4 		$1.28M Buy
+29,539
New +$1.31M ﹤0.01% 3282
2024
Q1 		– Sell
-2,506
Closed -$246K – 4938
2023
Q4 		$246K Buy
+2,506
New +$218K ﹤0.01% 4240
2023
Q3 		– Sell
-3,208
Closed -$259K – 4711
2023
Q2 		$259K Buy
3,208
+639
+25% +$59.8K ﹤0.01% 3974
2023
Q1 		$312K Buy
2,569
+52
+2% +$7.06K ﹤0.01% 3709
2022
Q4 		$335K Buy
2,517
+424
+20% +$51.5K ﹤0.01% 3567
2022
Q3 		$234K Sell
2,093
-209
-9% -$26.7K ﹤0.01% 3798
2022
Q2 		$312K Buy
2,302
+184
+9% +$27.7K ﹤0.01% 3596
2022
Q1 		$353K Sell
2,118
-206
-9% -$39.1K ﹤0.01% 3455
2021
Q4 		$415K Buy
2,324
+508
+28% +$90.6K ﹤0.01% 3432
2021
Q3 		$321K Sell
1,816
-142
-7% -$23.5K ﹤0.01% 3603
2021
Q2 		$315K Sell
1,958
-35
-2% -$5.38K ﹤0.01% 3557
2021
Q1 		$298K Sell
1,993
-137
-6% -$16.6K ﹤0.01% 3470
2020
Q4 		$210K Buy
+2,130
New +$213K ﹤0.01% 3480

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

LPL Financial's CNXC Position: Q2 2026 in Review

LPL Financial reduced its Concentrix (CNXC) stake by 41% in Q2 2026, selling an estimated $586K and leaving 32,636 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #4694.

LPL Financial first reported a position in CNXC in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.52M in Q4 2025. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • LPL Financial held 32,636 shares of Concentrix worth $731K as of Q2 2026.
  • LPL Financial sold 22,467 Concentrix shares in Q2 2026, an estimated $586K.
  • Concentrix made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4694 holding.
  • LPL Financial first reported a position in Concentrix in Q4 2020 and has held it in 19 quarters since.
  • LPL Financial's Concentrix position peaked at $2.52M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.