Ameritas Advisory Services’s Cornerstone Total Return Fund CRF Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-330	Closed	-$2.65K	–	1165
2025 Q3	$2.65K	Buy	+330	New	+$2.6K	﹤0.01%	1946

Other funds holding CRF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Ameritas Advisory Services's CRF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Cornerstone Total Return Fund (CRF) in Q4 2025, closing a stake of 330 shares — an estimated $2.65K sold.

Ameritas Advisory Services first reported a position in CRF in Q3 2025 and held it in 1 quarter. The position peaked at $2.65K in Q3 2025. 89 funds tracked by Wall St. Rank hold CRF as of Q4 2025.

Ameritas Advisory Services reported no remaining Cornerstone Total Return Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 330 Cornerstone Total Return Fund shares in Q4 2025, an estimated $2.65K.
Ameritas Advisory Services first reported a position in Cornerstone Total Return Fund in Q3 2025 and held it in 1 quarter.
Ameritas Advisory Services's Cornerstone Total Return Fund position peaked at $2.65K in Q3 2025.
89 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.