Concord Wealth Partners’s Cerence CRNC Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-62	Closed	-$663	–	312
2025 Q4	$663	Hold	62	–	–	﹤0.01%	738
2025 Q3	$773	Hold	62	–	–	﹤0.01%	751
2025 Q2	$633	Hold	62	–	–	﹤0.01%	777
2025 Q1	$490	Hold	62	–	–	﹤0.01%	761
2024 Q4	$487	Hold	62	–	–	﹤0.01%	860
2024 Q3	$195	Hold	62	–	–	﹤0.01%	928
2024 Q2	$175	Hold	62	–	–	﹤0.01%	797
2024 Q1	$977	Hold	62	–	–	﹤0.01%	794
2023 Q4	$1.22K	Hold	62	–	–	﹤0.01%	749
2023 Q3	$1.26K	Hold	62	–	–	﹤0.01%	924
2023 Q2	$1.81K	Hold	62	–	–	﹤0.01%	882
2023 Q1	$1.74K	Hold	62	–	–	﹤0.01%	835
2022 Q4	$1.15K	Buy	+62	New	+$1.06K	﹤0.01%	1035
2022 Q3	–	Sell	-62	Closed	-$2K	–	348
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	1002
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	1078
2021 Q4	$5K	Buy	+62	New	+$5.47K	﹤0.01%	933

Other funds holding CRNC

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

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Concord Wealth Partners's CRNC Position: Q1 2026 in Review

Concord Wealth Partners sold out of Cerence (CRNC) in Q1 2026, closing a stake of 62 shares — an estimated $663 sold.

Concord Wealth Partners first reported a position in CRNC in Q4 2021 and held it in 16 quarters. The position peaked at $5K in Q4 2021. 195 funds tracked by Wall St. Rank hold CRNC as of Q1 2026.

Concord Wealth Partners reported no remaining Cerence position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 62 Cerence shares in Q1 2026, an estimated $663.
Concord Wealth Partners first reported a position in Cerence in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's Cerence position peaked at $5K in Q4 2021.
195 funds tracked by Wall St. Rank held Cerence as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.