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Personal CFO Solutions’s Concentrix CNXC Stock Holding History

Personal CFO Solutions’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
-5,143
Closed -$237K – 508
2025
Q3 		$237K Buy
5,143
+72
+1% +$3.84K 0.04% 440
2025
Q2 		$268K Sell
5,071
-180
-3% -$9.51K 0.05% 366
2025
Q1 		$292K Sell
5,251
-395
-7% -$18.9K 0.06% 324
2024
Q4 		$244K Buy
5,646
+1,718
+44% +$76.4K 0.05% 386
2024
Q3 		$201K Buy
3,928
+479
+14% +$32.1K 0.03% 540
2024
Q2 		$218K Buy
+3,449
New +$207K 0.03% 475

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

Personal CFO Solutions's CNXC Position: Q4 2025 in Review

Personal CFO Solutions sold out of Concentrix (CNXC) in Q4 2025, closing a stake of 5,143 shares — an estimated $237K sold.

Personal CFO Solutions first reported a position in CNXC in Q2 2024 and held it in 6 quarters. The position peaked at $292K in Q1 2025. 336 funds tracked by Wall St. Rank hold CNXC as of Q4 2025.

  • Personal CFO Solutions reported no remaining Concentrix position as of Q4 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 5,143 Concentrix shares in Q4 2025, an estimated $237K.
  • Personal CFO Solutions first reported a position in Concentrix in Q2 2024 and held it in 6 quarters.
  • Personal CFO Solutions's Concentrix position peaked at $292K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Concentrix as of Q4 2025.

Based on Personal CFO Solutions's 13F filing for Q4 2025, filed 22 Jan 2026.