EWM
CRF

Evolution Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History

Evolution Wealth 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
Q2 		$4.31K Hold
600
– – ﹤0.01% 726
2026
Q1 		$4.17K Hold
600
– – ﹤0.01% 653
2025
Q4 		$4.81K Hold
600
– – ﹤0.01% 552
2025
Q3 		$4.82K Hold
600
– – 0.01% 453
2025
Q2 		$4.65K Buy
+600
New +$4.26K 0.01% 457

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

Evolution Wealth Management's CRF Position: Q2 2026 in Review

Evolution Wealth Management held its Cornerstone Total Return Fund (CRF) position steady in Q2 2026 at 600 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Evolution Wealth Management first reported a position in CRF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.82K in Q3 2025. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Evolution Wealth Management held 600 shares of Cornerstone Total Return Fund worth $4.31K as of Q2 2026.
  • Evolution Wealth Management left its Cornerstone Total Return Fund share count unchanged in Q2 2026.
  • Cornerstone Total Return Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Evolution Wealth Management first reported a position in Cornerstone Total Return Fund in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Cornerstone Total Return Fund position peaked at $4.82K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.