Transamerica Financial Advisors’s Concentrix CNXC Stock Holding History

Transamerica Financial 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	$54	Sell	2 -543	-100%	-$19.3K	﹤0.01%	1863
2025 Q4	$22.7K	Buy	545 +461	+549%	+$18.7K	﹤0.01%	691
2025 Q3	$3.88K	Buy	+84	New	+$4.48K	﹤0.01%	920
2024 Q3	–	Sell	-1	Closed	-$1K	–	605
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	415
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	458
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	413
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	439
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	410
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	405
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	454
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	424
2022 Q2	$1K	Buy	+1	New	+$150	﹤0.01%	434

Other funds holding CNXC

GBL

Groupe Bruxelles Lambert Brussels, Belgium $240M AUM 50.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Transamerica Financial Advisors's CNXC Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Concentrix (CNXC) stake by 100% in Q1 2026, selling an estimated $19.3K and leaving 2 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Transamerica Financial Advisors first reported a position in CNXC in Q2 2022 and has held it in 12 quarters since. The position peaked at $22.7K in Q4 2025. 300 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

Transamerica Financial Advisors held 2 shares of Concentrix worth $54 as of Q1 2026.
Transamerica Financial Advisors sold 543 Concentrix shares in Q1 2026, an estimated $19.3K.
Concentrix made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1863 holding.
Transamerica Financial Advisors first reported a position in Concentrix in Q2 2022 and has held it in 12 quarters since.
Transamerica Financial Advisors's Concentrix position peaked at $22.7K in Q4 2025.
300 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.