BCM
CRF

Becker Capital Management’s Cornerstone Total Return Fund CRF Stock Holding History

Becker Capital Management’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 		$163K Buy
23,390
+1,415
+6% +$10.6K ﹤0.01% 294
2025
Q4 		$176K Buy
21,975
+190
+0.9% +$1.52K 0.01% 297
2025
Q3 		$175K Buy
+21,785
New +$171K 0.01% 289

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

Becker Capital Management's CRF Position: Q1 2026 in Review

Becker Capital Management increased its Cornerstone Total Return Fund (CRF) stake by 6.4% in Q1 2026, buying an estimated $10.6K and bringing the position to 23,390 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Becker Capital Management first reported a position in CRF in Q3 2025 and has held it in 3 quarters since. The position peaked at $176K in Q4 2025. 93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Becker Capital Management held 23,390 shares of Cornerstone Total Return Fund worth $163K as of Q1 2026.
  • Becker Capital Management bought 1,415 Cornerstone Total Return Fund shares in Q1 2026, an estimated $10.6K.
  • Cornerstone Total Return Fund made up ﹤0.01% of Becker Capital Management's portfolio in Q1 2026, its #294 holding.
  • Becker Capital Management first reported a position in Cornerstone Total Return Fund in Q3 2025 and has held it in 3 quarters since.
  • Becker Capital Management's Cornerstone Total Return Fund position peaked at $176K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.