Advisory Solutions Group’s Cornerstone Total Return Fund CRF Stock Holding History

Advisory Solutions Group’s Portfolio CRF Stock Details CRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.14M	Buy	671,321 +77,141	+13%	+$519K	0.88%	31
2026 Q2	$4.27M	Buy	+594,180	New	+$4.27M	1.45%	17

Other funds holding CRF

Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $397M AUM 11.81% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Perennial Investment Advisors Los Angeles, California $1.6B AUM 18.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Advisory Solutions Group's CRF Position: Q3 2026 in Review

Advisory Solutions Group increased its Cornerstone Total Return Fund (CRF) stake by 13% in Q3 2026, buying an estimated $519K and bringing the position to 671,321 shares worth $4.14M. The position accounts for 0.88% of the portfolio, ranked #31.

Advisory Solutions Group first reported a position in CRF in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.27M in Q2 2026. 70 funds tracked by Wall St. Rank hold CRF as of Q3 2026.

Advisory Solutions Group held 671,321 shares of Cornerstone Total Return Fund worth $4.14M as of Q3 2026.
Advisory Solutions Group bought 77,141 Cornerstone Total Return Fund shares in Q3 2026, an estimated $519K.
Cornerstone Total Return Fund made up 0.88% of Advisory Solutions Group's portfolio in Q3 2026, its #31 holding.
Advisory Solutions Group first reported a position in Cornerstone Total Return Fund in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's Cornerstone Total Return Fund position peaked at $4.27M in Q2 2026.
70 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.