MWM
CRF

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
Q1 		$85.4K Buy
+12,292
New +$92.4K ﹤0.01% 768

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Meridian Wealth Management's CRF Position: Q1 2026 in Review

Meridian Wealth Management opened a new position in Cornerstone Total Return Fund (CRF) in Q1 2026: 12,292 shares worth $85.4K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Meridian Wealth Management held 12,292 shares of Cornerstone Total Return Fund worth $85.4K as of Q1 2026.
  • Cornerstone Total Return Fund was a new Meridian Wealth Management position in Q1 2026.
  • Cornerstone Total Return Fund made up ﹤0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #768 holding.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.