Larson Financial Group
CRF icon

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
Q3 		– Sell
-7,471
Closed -$53.6K – 3900
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

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Winebrenner Capital Management
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Creative Financial Designs
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Mallini Complete Financial Planning
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Farther Finance Advisors
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Meridian Wealth Management
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Larson Financial Group's CRF Position: Q3 2026 in Review

Larson Financial Group sold out of Cornerstone Total Return Fund (CRF) in Q3 2026, closing a stake of 7,471 shares — an estimated $53.6K sold.

Larson Financial Group first reported a position in CRF in Q1 2026 and held it in 2 quarters. The position peaked at $53.6K in Q2 2026. 40 funds tracked by Wall St. Rank hold CRF as of Q3 2026.

  • Larson Financial Group reported no remaining Cornerstone Total Return Fund position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 7,471 Cornerstone Total Return Fund shares in Q3 2026, an estimated $53.6K.
  • Larson Financial Group first reported a position in Cornerstone Total Return Fund in Q1 2026 and held it in 2 quarters.
  • Larson Financial Group's Cornerstone Total Return Fund position peaked at $53.6K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.