NFSG
CRF

Newbridge Financial Services Group’s Cornerstone Total Return Fund CRF Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-3,700
Closed -$29.7K – 1244
2025
Q3 		$29.7K Hold
3,700
– – ﹤0.01% 641
2025
Q2 		$28.7K Buy
+3,700
New +$26.3K ﹤0.01% 630

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 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

Newbridge Financial Services Group's CRF Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Cornerstone Total Return Fund (CRF) in Q4 2025, closing a stake of 3,700 shares — an estimated $29.7K sold.

Newbridge Financial Services Group first reported a position in CRF in Q2 2025 and held it in 2 quarters. The position peaked at $29.7K in Q3 2025. 89 funds tracked by Wall St. Rank hold CRF as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Cornerstone Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,700 Cornerstone Total Return Fund shares in Q4 2025, an estimated $29.7K.
  • Newbridge Financial Services Group first reported a position in Cornerstone Total Return Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Cornerstone Total Return Fund position peaked at $29.7K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.