CIBC Private Wealth Group’s Cornerstone Total Return Fund CRF Stock Holding History

CIBC Private Wealth 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
2025 Q4	$208	Hold	26	–	–	﹤0.01%	3208
2025 Q3	$209	Hold	26	–	–	﹤0.01%	2947
2025 Q2	$202	Sell	26 -1	-4%	-$7	﹤0.01%	2914
2025 Q1	$168	Hold	27	–	–	﹤0.01%	2966
2024 Q4	$232	Hold	27	–	–	﹤0.01%	2882
2024 Q3	$210	Hold	27	–	–	﹤0.01%	3018
2024 Q2	$205	Hold	27	–	–	﹤0.01%	3056
2024 Q1	$197	Buy	+27	New	+$191	﹤0.01%	2992

Other funds holding CRF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

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 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 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

CIBC Private Wealth Group's CRF Position: Q4 2025 in Review

CIBC Private Wealth Group held its Cornerstone Total Return Fund (CRF) position steady in Q4 2025 at 26 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

CIBC Private Wealth Group first reported a position in CRF in Q1 2024 and has held it in 8 quarters since. The position peaked at $232 in Q4 2024. 89 funds tracked by Wall St. Rank hold CRF as of Q4 2025.

CIBC Private Wealth Group held 26 shares of Cornerstone Total Return Fund worth $208 as of Q4 2025.
CIBC Private Wealth Group left its Cornerstone Total Return Fund share count unchanged in Q4 2025.
Cornerstone Total Return Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3208 holding.
CIBC Private Wealth Group first reported a position in Cornerstone Total Return Fund in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Cornerstone Total Return Fund position peaked at $232 in Q4 2024.
89 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.