Meridian Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History

Meridian Wealth Management’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	$88.1K	Sell	12,275 -17	-0.1%	-$122	﹤0.01%	816
2026 Q1	$85.4K	Buy	+12,292	New	+$92.4K	﹤0.01%	768

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

Meridian Wealth Management's CRF Position: Q2 2026 in Review

Meridian Wealth Management reduced its Cornerstone Total Return Fund (CRF) stake by 0.14% in Q2 2026, selling an estimated $122 and leaving 12,275 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Meridian Wealth Management 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.

Meridian Wealth Management held 12,275 shares of Cornerstone Total Return Fund worth $88.1K as of Q2 2026.
Meridian Wealth Management sold 17 Cornerstone Total Return Fund shares in Q2 2026, an estimated $122.
Cornerstone Total Return Fund made up ﹤0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #816 holding.
Meridian Wealth Management 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.