Larson Financial Group’s Cornerstone Total Return Fund CRF Stock Holding History

Larson Financial Group’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	$53.6K	Buy	7,471 +350	+5%	+$2.52K	﹤0.01%	1495
2026 Q1	$49.5K	Buy	+7,121	New	+$53.5K	﹤0.01%	1360

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

Larson Financial Group's CRF Position: Q2 2026 in Review

Larson Financial Group increased its Cornerstone Total Return Fund (CRF) stake by 4.9% in Q2 2026, buying an estimated $2.52K and bringing the position to 7,471 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Larson Financial Group first reported a position in CRF in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

Larson Financial Group held 7,471 shares of Cornerstone Total Return Fund worth $53.6K as of Q2 2026.
Larson Financial Group bought 350 Cornerstone Total Return Fund shares in Q2 2026, an estimated $2.52K.
Cornerstone Total Return Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1495 holding.
Larson Financial Group first reported a position in Cornerstone Total Return Fund in Q1 2026 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.