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 Q2	$560	Buy	25 +23	+1,150%	+$600	﹤0.01%	1659
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Transamerica Financial Advisors's CNXC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Concentrix (CNXC) stake by 1,150% in Q2 2026, buying an estimated $600 and bringing the position to 25 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Transamerica Financial Advisors first reported a position in CNXC in Q2 2022 and has held it in 13 quarters since. The position peaked at $22.7K in Q4 2025. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

Transamerica Financial Advisors held 25 shares of Concentrix worth $560 as of Q2 2026.
Transamerica Financial Advisors bought 23 Concentrix shares in Q2 2026, an estimated $600.
Concentrix made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1659 holding.
Transamerica Financial Advisors first reported a position in Concentrix in Q2 2022 and has held it in 13 quarters since.
Transamerica Financial Advisors's Concentrix position peaked at $22.7K in Q4 2025.
272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.