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Total Wealth Planning & Management’s Concentrix CNXC Stock Holding History

Total Wealth Planning & Management’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 		$202K Buy
7,400
+400
+6% +$14.2K 0.15% 186
2025
Q4 		$291K Buy
+7,000
New +$284K 0.22% 162
2025
Q2 		$354K Buy
+6,700
New +$354K 0.29% 129

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

Total Wealth Planning & Management's CNXC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Concentrix (CNXC) stake by 5.7% in Q1 2026, buying an estimated $14.2K and bringing the position to 7,400 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #186.

Total Wealth Planning & Management first reported a position in CNXC in Q2 2025 and has held it in 3 quarters since. The position peaked at $354K in Q2 2025. 300 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Total Wealth Planning & Management held 7,400 shares of Concentrix worth $202K as of Q1 2026.
  • Total Wealth Planning & Management bought 400 Concentrix shares in Q1 2026, an estimated $14.2K.
  • Concentrix made up 0.15% of Total Wealth Planning & Management's portfolio in Q1 2026, its #186 holding.
  • Total Wealth Planning & Management first reported a position in Concentrix in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Concentrix position peaked at $354K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.