White Sand Wealth Management LLC’s Cornerstone Total Return Fund CRF Stock Holding History

White Sand Wealth Management LLC’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	$282K	Buy	+45,850	New	+$309K	0.2%	31

Other funds holding CRF

Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Yakira Capital Management Westport, Connecticut $397M AUM 11.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Perennial Investment Advisors Los Angeles, California $1.6B AUM 18.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

White Sand Wealth Management LLC's CRF Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Cornerstone Total Return Fund (CRF) in Q3 2026: 45,850 shares worth $282K. The stake represents 0.2% of the portfolio and ranks #31 among its holdings.

70 funds tracked by Wall St. Rank hold CRF as of Q3 2026.

White Sand Wealth Management LLC held 45,850 shares of Cornerstone Total Return Fund worth $282K as of Q3 2026.
Cornerstone Total Return Fund was a new White Sand Wealth Management LLC position in Q3 2026.
Cornerstone Total Return Fund made up 0.2% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #31 holding.
70 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.