Raymond James Financial
CRF

Raymond James Financial’s Cornerstone Total Return Fund CRF Stock Holding History

Raymond James Financial’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 		$5.9M Buy
848,910
+140,816
+20% +$1.06M ﹤0.01% 2459
2025
Q4 		$5.67M Buy
708,094
+204,535
+41% +$1.63M ﹤0.01% 2416
2025
Q3 		$4.05M Buy
503,559
+103,640
+26% +$815K ﹤0.01% 2618
2025
Q2 		$3.1M Buy
399,919
+112,132
+39% +$796K ﹤0.01% 2728
2025
Q1 		$2.03M Buy
287,787
+115,190
+67% +$935K ﹤0.01% 2974
2024
Q4 		$1.47M Buy
+172,597
New +$1.47M ﹤0.01% 3189

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 $658M AUM 20.22% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
QL
Quarry LP New York $496M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return