Institute for Wealth Management’s Cerence CRNC Stock Holding History

Institute for Wealth Management’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	$385	Buy	+34	New	+$333	﹤0.01%	1711

Other funds holding CRNC

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Institute for Wealth Management's CRNC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cerence (CRNC) in Q2 2026: 34 shares worth $385. The stake represents ﹤0.01% of the portfolio and ranks #1711 among its holdings.

71 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

Institute for Wealth Management held 34 shares of Cerence worth $385 as of Q2 2026.
Cerence was a new Institute for Wealth Management position in Q2 2026.
Cerence made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1711 holding.
71 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.