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

Concurrent Investment 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	$81.2K	Buy	+11,302	New	+$81.2K	﹤0.01%	2042

Other funds holding CRF

SIA

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

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

BFM

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

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Concurrent Investment Advisors's CRF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Cornerstone Total Return Fund (CRF) in Q2 2026: 11,302 shares worth $81.2K. The stake represents ﹤0.01% of the portfolio and ranks #2042 among its holdings.

88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

Concurrent Investment Advisors held 11,302 shares of Cornerstone Total Return Fund worth $81.2K as of Q2 2026.
Cornerstone Total Return Fund was a new Concurrent Investment Advisors position in Q2 2026.
Cornerstone Total Return Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2042 holding.
88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

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