Mallini Complete Financial Planning’s Cornerstone Total Return Fund CRF Stock Holding History

Mallini Complete Financial Planning’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	$540K	Buy	87,687 +2,011	+2%	+$13.5K	0.38%	24
2026 Q2	$615K	Buy	85,676 +6,710	+8%	+$48.2K	0.44%	19
2026 Q1	$549K	Buy	78,966 +7,060	+10%	+$53.1K	0.43%	17
2025 Q4	$576K	Buy	71,906 +3,358	+5%	+$26.8K	0.46%	18
2025 Q3	$551K	Buy	68,548 +4,124	+6%	+$32.4K	0.45%	18
2025 Q2	$499K	Buy	64,424 +6,688	+12%	+$47.5K	0.63%	21
2025 Q1	$406K	Buy	57,736 +17,396	+43%	+$141K	0.39%	23
2024 Q4	$344K	Buy	+40,340	New	+$343K	0.33%	26

Other funds holding CRF

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Mallini Complete Financial Planning's CRF Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its Cornerstone Total Return Fund (CRF) stake by 2.3% in Q3 2026, buying an estimated $13.5K and bringing the position to 87,687 shares worth $540K. The position accounts for 0.38% of the portfolio, ranked #24.

Mallini Complete Financial Planning first reported a position in CRF in Q4 2024 and has held it in 8 quarters since. The position peaked at $615K in Q2 2026. 5 funds tracked by Wall St. Rank hold CRF as of Q3 2026.

Mallini Complete Financial Planning held 87,687 shares of Cornerstone Total Return Fund worth $540K as of Q3 2026.
Mallini Complete Financial Planning bought 2,011 Cornerstone Total Return Fund shares in Q3 2026, an estimated $13.5K.
Cornerstone Total Return Fund made up 0.38% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #24 holding.
Mallini Complete Financial Planning first reported a position in Cornerstone Total Return Fund in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's Cornerstone Total Return Fund position peaked at $615K in Q2 2026.
5 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.