Capital Advisors Ltd’s Cerence CRNC Stock Holding History

Capital Advisors Ltd’s Portfolio CRNC Stock Details CRNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Hold	81	–	–	﹤0.01%	1201
2026 Q1	$1K	Hold	81	–	–	﹤0.01%	1182
2025 Q4	$1K	Hold	81	–	–	﹤0.01%	1160
2025 Q3	$1K	Hold	81	–	–	﹤0.01%	1164
2025 Q2	$1K	Hold	81	–	–	﹤0.01%	1162
2025 Q1	$1K	Hold	81	–	–	﹤0.01%	1142
2024 Q4	$1K	Hold	81	–	–	﹤0.01%	1170
2024 Q3	$0	Hold	81	–	–	﹤0.01%	1417
2024 Q2	$0	Hold	81	–	–	﹤0.01%	1425
2024 Q1	$1K	Sell	81 -108	-57%	-$1.83K	﹤0.01%	1156
2023 Q4	$4K	Sell	189 -1	-0.5%	-$17	﹤0.01%	880
2023 Q3	$4K	Hold	190	–	–	﹤0.01%	867
2023 Q2	$6K	Hold	190	–	–	﹤0.01%	781
2023 Q1	$5K	Hold	190	–	–	﹤0.01%	672
2022 Q4	$4K	Buy	190 +109	+135%	+$1.87K	﹤0.01%	702
2022 Q3	$1K	Hold	81	–	–	﹤0.01%	984
2022 Q2	$2K	Hold	81	–	–	﹤0.01%	655
2022 Q1	$3K	Hold	81	–	–	﹤0.01%	606
2021 Q4	$6K	Hold	81	–	–	﹤0.01%	553
2021 Q3	$8K	Hold	81	–	–	﹤0.01%	446
2021 Q2	$9K	Hold	81	–	–	﹤0.01%	423
2021 Q1	$7K	Hold	81	–	–	﹤0.01%	423
2020 Q4	$8K	Hold	81	–	–	﹤0.01%	394
2020 Q3	$4K	Hold	81	–	–	﹤0.01%	420
2020 Q2	$3K	Hold	81	–	–	﹤0.01%	426
2020 Q1	$1K	Hold	81	–	–	﹤0.01%	443
2019 Q4	$2K	Buy	+81	New	+$1.33K	﹤0.01%	398

Other funds holding CRNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's CRNC Position: Q2 2026 in Review

Capital Advisors Ltd held its Cerence (CRNC) position steady in Q2 2026 at 81 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Capital Advisors Ltd first reported a position in CRNC in Q4 2019 and has held it in 27 quarters since. The position peaked at $9K in Q2 2021. 15 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

Capital Advisors Ltd held 81 shares of Cerence worth $1K as of Q2 2026.
Capital Advisors Ltd left its Cerence share count unchanged in Q2 2026.
Cerence made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1201 holding.
Capital Advisors Ltd first reported a position in Cerence in Q4 2019 and has held it in 27 quarters since.
Capital Advisors Ltd's Cerence position peaked at $9K in Q2 2021.
15 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.