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Pinnacle Wealth Planning Services’s Concentrix CNXC Stock Holding History

Pinnacle Wealth Planning Services’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 		$15.7K Buy
700
+604
+629% +$15.8K ﹤0.01% 1885
2026
Q1 		$2.63K Buy
96
+82
+586% +$2.91K ﹤0.01% 2399
2025
Q4 		$582 Buy
+14
New +$568 ﹤0.01% 2640
2021
Q1 		– Sell
-6
Closed -$1K – 681
2020
Q4 		$1K Buy
+6
New +$600 ﹤0.01% 2086

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

Pinnacle Wealth Planning Services's CNXC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Concentrix (CNXC) stake by 629% in Q2 2026, buying an estimated $15.8K and bringing the position to 700 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Pinnacle Wealth Planning Services first reported a position in CNXC in Q4 2020 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 700 shares of Concentrix worth $15.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 604 Concentrix shares in Q2 2026, an estimated $15.8K.
  • Concentrix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1885 holding.
  • Pinnacle Wealth Planning Services first reported a position in Concentrix in Q4 2020 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.