AAS
CRF

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 $4.93B AUM 12.22% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 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

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.