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TD Private Client Wealth’s Concentrix CNXC Stock Holding History

TD Private Client Wealth’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 		– Sell
-56
Closed -$1.53K – 1715
2026
Q1 		$1.53K Hold
56
– – ﹤0.01% 1326
2025
Q4 		$2.33K Hold
56
– – ﹤0.01% 1252
2025
Q3 		$2.58K Sell
56
-20
-26% -$1.07K ﹤0.01% 1218
2025
Q2 		$4.02K Hold
76
– – ﹤0.01% 1136
2025
Q1 		$4.23K Buy
76
+11
+17% +$527 ﹤0.01% 1106
2024
Q4 		$2.81K Sell
65
-170
-72% -$7.56K ﹤0.01% 1152
2024
Q3 		$12K Buy
235
+22
+10% +$1.47K ﹤0.01% 1037
2024
Q2 		$13.5K Sell
213
-118
-36% -$7.08K ﹤0.01% 997
2024
Q1 		$21.9K Sell
331
-772
-70% -$62.7K ﹤0.01% 936
2023
Q4 		$108K Buy
1,103
+324
+42% +$28.2K ﹤0.01% 673
2023
Q3 		$62.4K Buy
779
+664
+577% +$52.1K ﹤0.01% 734
2023
Q2 		$9.29K Sell
115
-54
-32% -$5.05K ﹤0.01% 1062
2023
Q1 		$20.5K Sell
169
-141
-45% -$19.1K ﹤0.01% 944
2022
Q4 		$41.3K Sell
310
-29
-9% -$3.52K ﹤0.01% 781
2022
Q3 		$37.8K Sell
339
-193
-36% -$24.7K ﹤0.01% 781
2022
Q2 		$72.2K Sell
532
-124
-19% -$18.7K ﹤0.01% 656
2022
Q1 		$109K Buy
656
+653
+21,767% +$124K ﹤0.01% 626
2021
Q4 		$536 Buy
+3
New +$535 ﹤0.01% 1127

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

TD Private Client Wealth's CNXC Position: Q2 2026 in Review

TD Private Client Wealth sold out of Concentrix (CNXC) in Q2 2026, closing a stake of 56 shares — an estimated $1.53K sold.

TD Private Client Wealth first reported a position in CNXC in Q4 2021 and held it in 18 quarters. The position peaked at $109K in Q1 2022. 271 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • TD Private Client Wealth reported no remaining Concentrix position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 56 Concentrix shares in Q2 2026, an estimated $1.53K.
  • TD Private Client Wealth first reported a position in Concentrix in Q4 2021 and held it in 18 quarters.
  • TD Private Client Wealth's Concentrix position peaked at $109K in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.