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Rothschild Investment LLC’s Concentrix CNXC Stock Holding History

Rothschild Investment LLC’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 		$83K Buy
3,033
+1,887
+165% +$67K ﹤0.01% 959
2025
Q4 		$47.7K Buy
1,146
+392
+52% +$15.9K ﹤0.01% 1036
2025
Q3 		$34.8K Buy
754
+749
+14,980% +$40K ﹤0.01% 1100
2025
Q2 		$264 Hold
5
– – ﹤0.01% 2881
2025
Q1 		$278 Buy
+5
New +$239 ﹤0.01% 2779
2024
Q4 		– Sell
-311
Closed -$15.9K – 2978
2024
Q3 		$15.9K Hold
311
– – ﹤0.01% 1050
2024
Q2 		$19.7K Hold
311
– – ﹤0.01% 976
2024
Q1 		$20.6K Buy
+311
New +$25.3K ﹤0.01% 914

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

Rothschild Investment LLC's CNXC Position: Q1 2026 in Review

Rothschild Investment LLC increased its Concentrix (CNXC) stake by 165% in Q1 2026, buying an estimated $67K and bringing the position to 3,033 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Rothschild Investment LLC first reported a position in CNXC in Q1 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Rothschild Investment LLC held 3,033 shares of Concentrix worth $83K as of Q1 2026.
  • Rothschild Investment LLC bought 1,887 Concentrix shares in Q1 2026, an estimated $67K.
  • Concentrix made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #959 holding.
  • Rothschild Investment LLC first reported a position in Concentrix in Q1 2024 and has held it in 8 quarters since.
  • 301 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.