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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
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 $6.73T 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

Prospera Financial Services's CNXC Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Concentrix (CNXC) in Q2 2026: 17,140 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in CNXC as recently as Q2 2022.

Prospera Financial Services first reported a position in CNXC in Q1 2022 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Prospera Financial Services held 17,140 shares of Concentrix worth $384K as of Q2 2026.
  • Concentrix was a new Prospera Financial Services position in Q2 2026.
  • Concentrix made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1148 holding.
  • Prospera Financial Services first reported a position in Concentrix in Q1 2022 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.