CoreCap Advisors’s Cerence CRNC Stock Holding History

CoreCap Advisors’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 Q3	$438	Hold	56	–	–	﹤0.01%	2836
2026 Q2	$634	Buy	56 +12	+27%	+$118	﹤0.01%	2797
2026 Q1	$278	Hold	44	–	–	﹤0.01%	2727
2025 Q4	$470	Hold	44	–	–	﹤0.01%	2712
2025 Q3	$548	Hold	44	–	–	﹤0.01%	2557
2025 Q2	$449	Sell	44 -74	-63%	-$651	﹤0.01%	2528
2025 Q1	$932	Buy	118 +71	+151%	+$874	﹤0.01%	2538
2024 Q4	$369	Hold	47	–	–	﹤0.01%	2593
2024 Q3	$148	Buy	+47	New	+$138	﹤0.01%	2530
2024 Q2	–	Sell	-122	Closed	-$1.92K	–	1809
2024 Q1	$1.92K	Buy	+122	New	+$2.06K	﹤0.01%	2132
2022 Q4	$2.26K	Buy	+122	New	+$2.09K	﹤0.01%	1914
2022 Q3	–	Sell	-122	Closed	-$3K	–	845
2022 Q2	$3K	Buy	+122	New	+$3.65K	﹤0.01%	1772
2022 Q1	–	Sell	-575	Closed	-$44K	–	856
2021 Q4	$44K	Buy	+575	New	+$50.7K	﹤0.01%	1032

Other funds holding CRNC

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CoreCap Advisors's CRNC Position: Q3 2026 in Review

CoreCap Advisors held its Cerence (CRNC) position steady in Q3 2026 at 56 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

CoreCap Advisors first reported a position in CRNC in Q4 2021 and has held it in 13 quarters since. The position peaked at $44K in Q4 2021. 26 funds tracked by Wall St. Rank hold CRNC as of Q3 2026.

CoreCap Advisors held 56 shares of Cerence worth $438 as of Q3 2026.
CoreCap Advisors left its Cerence share count unchanged in Q3 2026.
Cerence made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2836 holding.
CoreCap Advisors first reported a position in Cerence in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Cerence position peaked at $44K in Q4 2021.
26 funds tracked by Wall St. Rank held Cerence as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.