Firethorn Wealth Partners’s Cornerstone Total Return Fund CRF Stock Holding History

Firethorn Wealth Partners’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	$258K	Buy	35,959 +1,687	+5%	+$12.1K	0.08%	174
2026 Q1	$238K	Buy	34,272 +1,584	+5%	+$11.9K	0.09%	168
2025 Q4	$262K	Buy	32,688 +1,387	+4%	+$11.1K	0.1%	154
2025 Q3	$252K	Buy	31,301 +1,344	+4%	+$10.6K	0.1%	154
2025 Q2	$232K	Buy	29,957 +826	+3%	+$5.86K	0.1%	152
2025 Q1	$205K	Buy	29,131 +1,258	+5%	+$10.2K	0.1%	159
2024 Q4	$237K	Buy	27,873 +963	+4%	+$8.19K	0.12%	134
2024 Q3	$213K	Buy	26,910 +1,034	+4%	+$7.89K	0.11%	141
2024 Q2	$199K	Buy	25,876 +1,022	+4%	+$7.61K	0.11%	139
2024 Q1	$183K	Buy	24,854 +1,412	+6%	+$9.98K	0.11%	136
2023 Q4	$162K	Buy	23,442 +1,086	+5%	+$7.61K	0.11%	131
2023 Q3	$175K	Buy	22,356 +767	+4%	+$6.13K	0.13%	112
2023 Q2	$169K	Buy	21,589 +7,513	+53%	+$55.6K	0.13%	115
2023 Q1	$104K	Buy	+14,076	New	+$104K	0.08%	120

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

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Firethorn Wealth Partners's CRF Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Cornerstone Total Return Fund (CRF) stake by 4.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 35,959 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #174.

Firethorn Wealth Partners first reported a position in CRF in Q1 2023 and has held it in 14 quarters since. The position peaked at $262K in Q4 2025. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

Firethorn Wealth Partners held 35,959 shares of Cornerstone Total Return Fund worth $258K as of Q2 2026.
Firethorn Wealth Partners bought 1,687 Cornerstone Total Return Fund shares in Q2 2026, an estimated $12.1K.
Cornerstone Total Return Fund made up 0.08% of Firethorn Wealth Partners's portfolio in Q2 2026, its #174 holding.
Firethorn Wealth Partners first reported a position in Cornerstone Total Return Fund in Q1 2023 and has held it in 14 quarters since.
Firethorn Wealth Partners's Cornerstone Total Return Fund position peaked at $262K in Q4 2025.
88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.