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Private Wealth Management Group’s Concentrix CNXC Stock Holding History

Private Wealth Management Group’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 		– Sell
-16
Closed -$666 – 1460
2025
Q4 		$666 Sell
16
-44
-73% -$1.78K ﹤0.01% 1348
2025
Q3 		$2.77K Hold
60
– – ﹤0.01% 1007
2025
Q2 		$3.17K Hold
60
– – ﹤0.01% 939
2025
Q1 		$3.34K Buy
60
+23
+62% +$1.1K ﹤0.01% 881
2024
Q4 		$1.6K Sell
37
-62
-63% -$2.76K ﹤0.01% 1165
2024
Q3 		$5.07K Hold
99
– – ﹤0.01% 733
2024
Q2 		$6.26K Buy
+99
New +$5.94K ﹤0.01% 620
2024
Q1 		– Sell
-29
Closed -$2.85K – 1516
2023
Q4 		$2.85K Buy
+29
New +$2.53K ﹤0.01% 823

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Private Wealth Management Group's CNXC Position: Q1 2026 in Review

Private Wealth Management Group sold out of Concentrix (CNXC) in Q1 2026, closing a stake of 16 shares — an estimated $666 sold.

Private Wealth Management Group first reported a position in CNXC in Q4 2023 and held it in 8 quarters. The position peaked at $6.26K in Q2 2024. 304 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Private Wealth Management Group reported no remaining Concentrix position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 16 Concentrix shares in Q1 2026, an estimated $666.
  • Private Wealth Management Group first reported a position in Concentrix in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Concentrix position peaked at $6.26K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.