CIM
CRF icon

Contravisory Investment Management’s Cornerstone Total Return Fund CRF Stock Holding History

Contravisory Investment 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 		– Sell
-3,685
Closed -$29.5K – 383
2025
Q4 		$29.5K Hold
3,685
– – 0.01% 280
2025
Q3 		$29.6K Hold
3,685
– – 0.01% 287
2025
Q2 		$28.6K Sell
3,685
-74
-2% -$525 0.01% 290
2025
Q1 		$26.5K Hold
3,759
– – 0.01% 286
2024
Q4 		$32K Hold
3,759
– – 0.01% 254
2024
Q3 		$29.8K Hold
3,759
– – 0.01% 246
2024
Q2 		$28.9K Hold
3,759
– – 0.01% 239
2024
Q1 		$27.7K Hold
3,759
– – 0.01% 270
2023
Q4 		$26K Hold
3,759
– – 0.01% 243
2023
Q3 		$29.4K Hold
3,759
– – 0.01% 235
2023
Q2 		$29.5K Hold
3,759
– – 0.01% 228
2023
Q1 		$27.2K Hold
3,759
– – 0.01% 240
2022
Q4 		$26.2K Hold
3,759
– – 0.01% 243
2022
Q3 		$30K Hold
3,759
– – 0.01% 245
2022
Q2 		$31K Hold
3,759
– – 0.01% 244
2022
Q1 		$51K Buy
+3,759
New +$50.4K 0.01% 239

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
SC
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
BFM
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
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Contravisory Investment Management's CRF Position: Q1 2026 in Review

Contravisory Investment Management sold out of Cornerstone Total Return Fund (CRF) in Q1 2026, closing a stake of 3,685 shares — an estimated $29.5K sold.

Contravisory Investment Management first reported a position in CRF in Q1 2022 and held it in 16 quarters. The position peaked at $51K in Q1 2022. 94 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Contravisory Investment Management reported no remaining Cornerstone Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 3,685 Cornerstone Total Return Fund shares in Q1 2026, an estimated $29.5K.
  • Contravisory Investment Management first reported a position in Cornerstone Total Return Fund in Q1 2022 and held it in 16 quarters.
  • Contravisory Investment Management's Cornerstone Total Return Fund position peaked at $51K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.