Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$3.6M Buy
501,790
+46,127
+10% +$332K 0.01% 1243
2026
Q1 		$3.17M Buy
455,663
+438,115
+2,497% +$3.29M 0.01% 1251
2025
Q4 		$141K Buy
17,548
+802
+5% +$6.4K ﹤0.01% 3652
2025
Q3 		$135K Buy
16,746
+386
+2% +$3.04K ﹤0.01% 3561
2025
Q2 		$127K Sell
16,360
-7,612
-32% -$54K ﹤0.01% 3442
2025
Q1 		$169K Sell
23,972
-2,384
-9% -$19.4K ﹤0.01% 3246
2024
Q4 		$225K Buy
26,356
+1,668
+7% +$14.2K ﹤0.01% 3093
2024
Q3 		$196K Sell
24,688
-411
-2% -$3.13K ﹤0.01% 3163
2024
Q2 		$193K Buy
25,099
+223
+0.9% +$1.66K ﹤0.01% 3055
2024
Q1 		$183K Buy
24,876
+1,077
+5% +$7.61K ﹤0.01% 3048
2023
Q4 		$165K Buy
23,799
+8,574
+56% +$60.1K ﹤0.01% 2951
2023
Q3 		$119K Sell
15,225
-435
-3% -$3.47K ﹤0.01% 2937
2023
Q2 		$123K Buy
15,660
+1,093
+8% +$8.09K ﹤0.01% 2970
2023
Q1 		$106K Buy
14,567
+553
+4% +$4.1K ﹤0.01% 2961
2022
Q4 		$98K Sell
14,014
-1,636
-10% -$12.7K ﹤0.01% 2909
2022
Q3 		$125K Buy
15,650
+2,904
+23% +$26.5K ﹤0.01% 2814
2022
Q2 		$104K Sell
12,746
-393
-3% -$4.02K ﹤0.01% 2862
2022
Q1 		$179K Sell
13,139
-129
-1% -$1.73K ﹤0.01% 2908
2021
Q4 		$179K Sell
13,268
-1,008
-7% -$13.2K ﹤0.01% 2922
2021
Q3 		$174K Buy
14,276
+1,698
+13% +$20.1K ﹤0.01% 2843
2021
Q2 		$140K Sell
12,578
-5,018
-29% -$57.1K ﹤0.01% 2910
2021
Q1 		$228K Buy
17,596
+20
+0.1% +$247 ﹤0.01% 2501
2020
Q4 		$196K Sell
17,576
-306
-2% -$3.32K ﹤0.01% 2484
2020
Q3 		$193K Buy
17,882
+2,270
+15% +$23.7K ﹤0.01% 2253
2020
Q2 		$154K Buy
15,612
+1,708
+12% +$15.6K ﹤0.01% 2236
2020
Q1 		$109K Sell
13,904
-4,284
-24% -$42.1K ﹤0.01% 2094
2019
Q4 		$196K Buy
18,188
+7,677
+73% +$81.9K ﹤0.01% 2222
2019
Q3 		$113K Buy
+10,511
New +$117K ﹤0.01% 2217
2014
Q2 		– Sell
-2,979
Closed -$69K – 1344
2014
Q1 		$69K Buy
2,979
+46
+2% +$1.07K ﹤0.01% 1256
2013
Q4 		$70K Buy
+2,933
New +$72.7K ﹤0.01% 1197

Other funds holding CRF

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cable Car Capital
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Cambridge Investment Research Advisors's CRF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Cornerstone Total Return Fund (CRF) stake by 10% in Q2 2026, buying an estimated $332K and bringing the position to 501,790 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #1243.

Cambridge Investment Research Advisors first reported a position in CRF in Q4 2013 and has held it in 30 quarters since. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Cambridge Investment Research Advisors held 501,790 shares of Cornerstone Total Return Fund worth $3.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 46,127 Cornerstone Total Return Fund shares in Q2 2026, an estimated $332K.
  • Cornerstone Total Return Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1243 holding.
  • Cambridge Investment Research Advisors first reported a position in Cornerstone Total Return Fund in Q4 2013 and has held it in 30 quarters since.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.