Prospera Financial Services
CNXC icon

Prospera Financial Services’s Concentrix CNXC Stock Holding History

Prospera Financial 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
Q3 		$516K Hold
17,140
– – 0.01% 1055
2026
Q2 		$384K Buy
+17,140
New +$447K 0.01% 1148
2022
Q3 		– Sell
-334
Closed -$45K – 983
2022
Q2 		$45K Hold
334
– – ﹤0.01% 1042
2022
Q1 		$56K Buy
+334
New +$63.4K ﹤0.01% 1321

Other funds holding CNXC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Prospera Financial Services's CNXC Position: Q3 2026 in Review

Prospera Financial Services held its Concentrix (CNXC) position steady in Q3 2026 at 17,140 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #1055.

Prospera Financial Services first reported a position in CNXC in Q1 2022 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • Prospera Financial Services held 17,140 shares of Concentrix worth $516K as of Q3 2026.
  • Prospera Financial Services left its Concentrix share count unchanged in Q3 2026.
  • Concentrix made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1055 holding.
  • Prospera Financial Services first reported a position in Concentrix in Q1 2022 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.