CWM
KF

Cornerstone Wealth Management’s Korea Fund KF Stock Holding History

Cornerstone Wealth Management’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Buy
29,183
+1,313
+5% +$61.2K 0.07% 259
2025
Q4 		$1.01M Buy
27,870
+2,385
+9% +$82.4K 0.05% 289
2025
Q3 		$779K Buy
25,485
+15,495
+155% +$436K 0.04% 325
2025
Q2 		$269K Buy
+9,990
New +$222K 0.02% 539

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Management's KF Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Korea Fund (KF) stake by 4.7% in Q1 2026, buying an estimated $61.2K and bringing the position to 29,183 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #259.

Cornerstone Wealth Management first reported a position in KF in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold KF as of Q1 2026.

  • Cornerstone Wealth Management held 29,183 shares of Korea Fund worth $1.31M as of Q1 2026.
  • Cornerstone Wealth Management bought 1,313 Korea Fund shares in Q1 2026, an estimated $61.2K.
  • Korea Fund made up 0.07% of Cornerstone Wealth Management's portfolio in Q1 2026, its #259 holding.
  • Cornerstone Wealth Management first reported a position in Korea Fund in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Korea Fund as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.