GSEP
CRF

Golden State Equity Partners’s Cornerstone Total Return Fund CRF Stock Holding History

Golden State Equity 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 		– Sell
-4,771
Closed -$33.2K – 622
2026
Q1 		$33.2K Buy
+4,771
New +$35.9K ﹤0.01% 962

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

Golden State Equity Partners's CRF Position: Q2 2026 in Review

Golden State Equity Partners sold out of Cornerstone Total Return Fund (CRF) in Q2 2026, closing a stake of 4,771 shares — an estimated $33.2K sold.

Golden State Equity Partners first reported a position in CRF in Q1 2026 and held it in 1 quarter. The position peaked at $33.2K in Q1 2026. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Golden State Equity Partners reported no remaining Cornerstone Total Return Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 4,771 Cornerstone Total Return Fund shares in Q2 2026, an estimated $33.2K.
  • Golden State Equity Partners first reported a position in Cornerstone Total Return Fund in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Cornerstone Total Return Fund position peaked at $33.2K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.