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Root Financial Partners’s Concentrix CNXC Stock Holding History

Root Financial Partners’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 		$1.09K Sell
40
-91
-69% -$3.23K ﹤0.01% 2577
2025
Q4 		$5.45K Buy
131
+52
+66% +$2.11K ﹤0.01% 1740
2025
Q3 		$3.65K Buy
+79
New +$4.21K ﹤0.01% 1829

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Root Financial Partners's CNXC Position: Q1 2026 in Review

Root Financial Partners reduced its Concentrix (CNXC) stake by 69% in Q1 2026, selling an estimated $3.23K and leaving 40 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Root Financial Partners first reported a position in CNXC in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.45K in Q4 2025. 301 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Root Financial Partners held 40 shares of Concentrix worth $1.09K as of Q1 2026.
  • Root Financial Partners sold 91 Concentrix shares in Q1 2026, an estimated $3.23K.
  • Concentrix made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2577 holding.
  • Root Financial Partners first reported a position in Concentrix in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Concentrix position peaked at $5.45K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.