Farther Finance Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

Farther Finance 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 Q3	$505K	Buy	81,978 +2,405	+3%	+$16.2K	﹤0.01%	1583
2026 Q2	$571K	Buy	79,573 +2,068	+3%	+$14.9K	﹤0.01%	1469
2026 Q1	$545K	Buy	+77,505	New	+$583K	0.01%	1338

Other funds holding CRF

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Farther Finance Advisors's CRF Position: Q3 2026 in Review

Farther Finance Advisors increased its Cornerstone Total Return Fund (CRF) stake by 3% in Q3 2026, buying an estimated $16.2K and bringing the position to 81,978 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Farther Finance Advisors first reported a position in CRF in Q1 2026 and has held it in 3 quarters since. The position peaked at $571K in Q2 2026. 5 funds tracked by Wall St. Rank hold CRF as of Q3 2026.

Farther Finance Advisors held 81,978 shares of Cornerstone Total Return Fund worth $505K as of Q3 2026.
Farther Finance Advisors bought 2,405 Cornerstone Total Return Fund shares in Q3 2026, an estimated $16.2K.
Cornerstone Total Return Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1583 holding.
Farther Finance Advisors first reported a position in Cornerstone Total Return Fund in Q1 2026 and has held it in 3 quarters since.
Farther Finance Advisors's Cornerstone Total Return Fund position peaked at $571K in Q2 2026.
5 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.