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Wealthspire Advisors (New York)’s Concentrix CNXC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-274
Closed -$12.6K – 1397
2025
Q3 		$12.6K Buy
+274
New +$14.6K ﹤0.01% 1901

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s CNXC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Concentrix (CNXC) in Q4 2025, closing a stake of 274 shares — an estimated $12.6K sold.

Wealthspire Advisors (New York) first reported a position in CNXC in Q3 2025 and held it in 1 quarter. The position peaked at $12.6K in Q3 2025. 336 funds tracked by Wall St. Rank hold CNXC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Concentrix position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 274 Concentrix shares in Q4 2025, an estimated $12.6K.
  • Wealthspire Advisors (New York) first reported a position in Concentrix in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Concentrix position peaked at $12.6K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Concentrix as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.