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CRF

NewEdge Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

NewEdge Advisors’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 		$45.4K Buy
6,330
+356
+6% +$2.56K ﹤0.01% 3145
2026
Q1 		$41.5K Buy
5,974
+316
+6% +$2.38K ﹤0.01% 2985
2025
Q4 		$45.3K Buy
5,658
+291
+5% +$2.32K ﹤0.01% 2984
2025
Q3 		$43.1K Buy
5,367
+186
+4% +$1.46K ﹤0.01% 2868
2025
Q2 		$40.2K Buy
5,181
+279
+6% +$1.98K ﹤0.01% 2732
2025
Q1 		$34.5K Buy
4,902
+238
+5% +$1.93K ﹤0.01% 2674
2024
Q4 		$39.7K Buy
4,664
+206
+5% +$1.75K ﹤0.01% 2597
2024
Q3 		$35.4K Buy
4,458
+198
+5% +$1.51K ﹤0.01% 2541
2024
Q2 		$32.8K Buy
4,260
+194
+5% +$1.44K ﹤0.01% 2474
2024
Q1 		$29.9K Buy
4,066
+188
+5% +$1.33K ﹤0.01% 2479
2023
Q4 		$26.8K Buy
3,878
+214
+6% +$1.5K ﹤0.01% 2461
2023
Q3 		$28.7K Buy
3,664
+188
+5% +$1.5K ﹤0.01% 2274
2023
Q2 		$27.3K Buy
3,476
+184
+6% +$1.36K ﹤0.01% 2285
2023
Q1 		$23.9K Buy
3,292
+202
+7% +$1.5K ﹤0.01% 2276
2022
Q4 		$22 Buy
+3,090
New +$24K ﹤0.01% 3582

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

NewEdge Advisors's CRF Position: Q2 2026 in Review

NewEdge Advisors increased its Cornerstone Total Return Fund (CRF) stake by 6% in Q2 2026, buying an estimated $2.56K and bringing the position to 6,330 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

NewEdge Advisors first reported a position in CRF in Q4 2022 and has held it in 15 quarters since. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • NewEdge Advisors held 6,330 shares of Cornerstone Total Return Fund worth $45.4K as of Q2 2026.
  • NewEdge Advisors bought 356 Cornerstone Total Return Fund shares in Q2 2026, an estimated $2.56K.
  • Cornerstone Total Return Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3145 holding.
  • NewEdge Advisors first reported a position in Cornerstone Total Return Fund in Q4 2022 and has held it in 15 quarters since.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.