Drive Wealth Management’s Core Alternative Capital CCOR Stock Holding History

Drive Wealth Management’s Portfolio CCOR Stock Details CCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$213K	Buy	+8,480	New	+$222K	0.04%	367

Other funds holding CCOR

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Drive Wealth Management's CCOR Position: Q3 2026 in Review

Drive Wealth Management opened a new position in Core Alternative Capital (CCOR) in Q3 2026: 8,480 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #367 among its holdings.

12 funds tracked by Wall St. Rank hold CCOR as of Q3 2026.

Drive Wealth Management held 8,480 shares of Core Alternative Capital worth $213K as of Q3 2026.
Core Alternative Capital was a new Drive Wealth Management position in Q3 2026.
Core Alternative Capital made up 0.04% of Drive Wealth Management's portfolio in Q3 2026, its #367 holding.
12 funds tracked by Wall St. Rank held Core Alternative Capital as of Q3 2026.

Based on Drive Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.