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Steward Partners Investment Advisory’s Concentrix CNXC Stock Holding History

Steward Partners Investment Advisory’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 		$3.04K Sell
111
-46
-29% -$1.63K ﹤0.01% 3932
2025
Q4 		$6.52K Sell
157
-36
-19% -$1.46K ﹤0.01% 3606
2025
Q3 		$8.89K Buy
193
+1
+0.5% +$53 ﹤0.01% 3456
2025
Q2 		$10.2K Buy
192
+13
+7% +$687 ﹤0.01% 3209
2025
Q1 		$9.97K Sell
179
-459
-72% -$22K ﹤0.01% 3097
2024
Q4 		$27.6K Buy
638
+286
+81% +$12.7K ﹤0.01% 2628
2024
Q3 		$18K Sell
352
-30
-8% -$2.01K ﹤0.01% 2703
2024
Q2 		$24.2K Sell
382
-3
-0.8% -$180 ﹤0.01% 2440
2024
Q1 		$25.5K Sell
385
-673
-64% -$54.7K ﹤0.01% 2415
2023
Q4 		$104K Buy
1,058
+41
+4% +$3.57K ﹤0.01% 1686
2023
Q3 		$81.5K Sell
1,017
-7
-0.7% -$549 ﹤0.01% 1674
2023
Q2 		$82.7K Sell
1,024
-23,092
-96% -$2.16M ﹤0.01% 1677
2023
Q1 		$2.93M Sell
24,116
-857
-3% -$116K 0.05% 369
2022
Q4 		$3.33M Buy
24,973
+2,935
+13% +$357K 0.06% 333
2022
Q3 		$2.46M Buy
22,038
+433
+2% +$55.4K 0.05% 372
2022
Q2 		$2.93M Sell
21,605
-1,415
-6% -$213K 0.05% 343
2022
Q1 		$3.83M Sell
23,020
-4,465
-16% -$848K 0.06% 317
2021
Q4 		$4.91M Sell
27,485
-65
-0.2% -$11.6K 0.07% 271
2021
Q3 		$4.88M Buy
27,550
+617
+2% +$102K 0.08% 258
2021
Q2 		$4.33M Sell
26,933
-5,983
-18% -$920K 0.07% 275
2021
Q1 		$4.93M Sell
32,916
-8,371
-20% -$1.01M 0.09% 246
2020
Q4 		$4.08M Buy
+41,287
New +$4.13M 0.09% 230

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

Steward Partners Investment Advisory's CNXC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Concentrix (CNXC) stake by 29% in Q1 2026, selling an estimated $1.63K and leaving 111 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3932.

Steward Partners Investment Advisory first reported a position in CNXC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.93M in Q1 2021. 301 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Steward Partners Investment Advisory held 111 shares of Concentrix worth $3.04K as of Q1 2026.
  • Steward Partners Investment Advisory sold 46 Concentrix shares in Q1 2026, an estimated $1.63K.
  • Concentrix made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3932 holding.
  • Steward Partners Investment Advisory first reported a position in Concentrix in Q4 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Concentrix position peaked at $4.93M in Q1 2021.
  • 301 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.