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Vest Financial’s Concentrix CNXC Stock Holding History

Vest Financial’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 		$519K Buy
23,148
+9,114
+65% +$238K 0.01% 387
2026
Q1 		$384K Buy
14,034
+6,112
+77% +$217K ﹤0.01% 381
2025
Q4 		$329K Buy
+7,922
New +$321K ﹤0.01% 389

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

Vest Financial's CNXC Position: Q2 2026 in Review

Vest Financial increased its Concentrix (CNXC) stake by 65% in Q2 2026, buying an estimated $238K and bringing the position to 23,148 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #387.

Vest Financial first reported a position in CNXC in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Vest Financial held 23,148 shares of Concentrix worth $519K as of Q2 2026.
  • Vest Financial bought 9,114 Concentrix shares in Q2 2026, an estimated $238K.
  • Concentrix made up 0.01% of Vest Financial's portfolio in Q2 2026, its #387 holding.
  • Vest Financial first reported a position in Concentrix in Q4 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.