LPL Financial
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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
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

GBL
Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM