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Summit Trail Advisors’s Concentrix CNXC Stock Holding History

Summit Trail Advisors’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 		$1.02M Buy
37,165
+23,774
+178% +$844K 0.01% 920
2025
Q4 		$557K Buy
13,391
+84
+0.6% +$3.41K 0.01% 1041
2025
Q3 		$614K Sell
13,307
-5,769
-30% -$308K 0.01% 1017
2025
Q2 		$1.01M Buy
19,076
+10,038
+111% +$530K 0.02% 479
2025
Q1 		$503K Buy
+9,038
New +$433K 0.02% 252

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

Summit Trail Advisors's CNXC Position: Q1 2026 in Review

Summit Trail Advisors increased its Concentrix (CNXC) stake by 178% in Q1 2026, buying an estimated $844K and bringing the position to 37,165 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #920.

Summit Trail Advisors first reported a position in CNXC in Q1 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Summit Trail Advisors held 37,165 shares of Concentrix worth $1.02M as of Q1 2026.
  • Summit Trail Advisors bought 23,774 Concentrix shares in Q1 2026, an estimated $844K.
  • Concentrix made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #920 holding.
  • Summit Trail Advisors first reported a position in Concentrix in Q1 2025 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.