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

Northwestern Mutual 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	$22K	Sell	3,063 -255	-8%	-$1.83K	﹤0.01%	2835
2026 Q1	$23.1K	Buy	3,318 +1,000	+43%	+$7.52K	﹤0.01%	2749
2025 Q4	$18.6K	Hold	2,318	–	–	﹤0.01%	2771
2025 Q3	$18.6K	Sell	2,318 -1,411	-38%	-$11.1K	﹤0.01%	2705
2025 Q2	$28.9K	Buy	3,729 +3,350	+884%	+$23.8K	﹤0.01%	2443
2025 Q1	$2.67K	Hold	379	–	–	﹤0.01%	3084
2024 Q4	$3.23K	Hold	379	–	–	﹤0.01%	3069
2024 Q3	$3.01K	Hold	379	–	–	﹤0.01%	3033
2024 Q2	$2.92K	Hold	379	–	–	﹤0.01%	3012
2024 Q1	$2.79K	Buy	379 +124	+49%	+$876	﹤0.01%	2983
2023 Q4	$1.76K	Buy	+255	New	+$1.79K	﹤0.01%	3081
2023 Q3	–	Sell	-3,317	Closed	-$26K	–	3324
2023 Q2	$26K	Buy	+3,317	New	+$24.5K	﹤0.01%	2224
2022 Q2	–	Sell	-1,199	Closed	-$16K	–	3222
2022 Q1	$16K	Hold	1,199	–	–	﹤0.01%	2382
2021 Q4	$16K	Hold	1,199	–	–	﹤0.01%	2418
2021 Q3	$15K	Buy	+1,199	New	+$14.2K	﹤0.01%	2327
2018 Q2	–	Sell	-8,917	Closed	-$132K	–	2382
2018 Q1	$132K	Buy	+8,917	New	+$136K	﹤0.01%	867
2017 Q1	–	Sell	-63	Closed	-$1K	–	2072
2016 Q4	$1K	Buy	+63	New	+$906	﹤0.01%	2144

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

Northwestern Mutual Wealth Management's CRF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Cornerstone Total Return Fund (CRF) stake by 7.7% in Q2 2026, selling an estimated $1.83K and leaving 3,063 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Northwestern Mutual Wealth Management first reported a position in CRF in Q4 2016 and has held it in 17 quarters since. The position peaked at $132K in Q1 2018. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

Northwestern Mutual Wealth Management held 3,063 shares of Cornerstone Total Return Fund worth $22K as of Q2 2026.
Northwestern Mutual Wealth Management sold 255 Cornerstone Total Return Fund shares in Q2 2026, an estimated $1.83K.
Cornerstone Total Return Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2835 holding.
Northwestern Mutual Wealth Management first reported a position in Cornerstone Total Return Fund in Q4 2016 and has held it in 17 quarters since.
Northwestern Mutual Wealth Management's Cornerstone Total Return Fund position peaked at $132K in Q1 2018.
88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.