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Wealth Preservation Advisors’s Concentrix CNXC Stock Holding History

Wealth Preservation 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 		$12.8K Buy
+469
New +$16.6K 0.01% 376

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

Wealth Preservation Advisors's CNXC Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Concentrix (CNXC) in Q1 2026: 469 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings.

300 funds tracked by Wall St. Rank hold CNXC as of Q1 2026.

  • Wealth Preservation Advisors held 469 shares of Concentrix worth $12.8K as of Q1 2026.
  • Concentrix was a new Wealth Preservation Advisors position in Q1 2026.
  • Concentrix made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #376 holding.
  • 300 funds tracked by Wall St. Rank held Concentrix as of Q1 2026.

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