AG
CRF

AmeriFlex Group’s Cornerstone Total Return Fund CRF Stock Holding History

AmeriFlex 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
Q1 		$152K Hold
21,800
– – 0.08% 213
2025
Q4 		$175K Sell
21,800
-24,200
-53% -$193K 0.09% 193
2025
Q3 		$370K Buy
+46,000
New +$362K 0.14% 129
2025
Q2 		– Sell
-48,756
Closed -$343K – 1102
2025
Q1 		$343K Sell
48,756
-4,080
-8% -$33.1K 0.14% 150
2024
Q4 		$459K Buy
+52,836
New +$449K 0.21% 101

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

AmeriFlex Group's CRF Position: Q1 2026 in Review

AmeriFlex Group held its Cornerstone Total Return Fund (CRF) position steady in Q1 2026 at 21,800 shares worth $152K. The position accounts for 0.08% of the portfolio, ranked #213.

AmeriFlex Group first reported a position in CRF in Q4 2024 and has held it in 5 quarters since. The position peaked at $459K in Q4 2024. 93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • AmeriFlex Group held 21,800 shares of Cornerstone Total Return Fund worth $152K as of Q1 2026.
  • AmeriFlex Group left its Cornerstone Total Return Fund share count unchanged in Q1 2026.
  • Cornerstone Total Return Fund made up 0.08% of AmeriFlex Group's portfolio in Q1 2026, its #213 holding.
  • AmeriFlex Group first reported a position in Cornerstone Total Return Fund in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's Cornerstone Total Return Fund position peaked at $459K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.