MFGM
CRF

Marshall Financial Group (Maryland)’s Cornerstone Total Return Fund CRF Stock Holding History

Marshall Financial Group (Maryland)’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 		$130K Hold
18,065
– – 0.02% 308
2026
Q1 		$126K Hold
18,065
– – 0.02% 289
2025
Q4 		$145K Hold
18,065
– – 0.03% 285
2025
Q3 		$145K Buy
+18,065
New +$142K 0.03% 254

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

Marshall Financial Group (Maryland)'s CRF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Cornerstone Total Return Fund (CRF) position steady in Q2 2026 at 18,065 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #308.

Marshall Financial Group (Maryland) first reported a position in CRF in Q3 2025 and has held it in 4 quarters since. The position peaked at $145K in Q3 2025. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Marshall Financial Group (Maryland) held 18,065 shares of Cornerstone Total Return Fund worth $130K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Cornerstone Total Return Fund share count unchanged in Q2 2026.
  • Cornerstone Total Return Fund made up 0.02% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #308 holding.
  • Marshall Financial Group (Maryland) first reported a position in Cornerstone Total Return Fund in Q3 2025 and has held it in 4 quarters since.
  • Marshall Financial Group (Maryland)'s Cornerstone Total Return Fund position peaked at $145K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.