RFG Advisory’s CoreWeave CRWV Stock Holding History

RFG Advisory’s Portfolio CRWV Stock Details CRWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.7K	Buy	+600	New	+$64.8K	﹤0.01%	1115

Other funds holding CRWV

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

RFG Advisory's CRWV Position: Q2 2026 in Review

RFG Advisory increased its CoreWeave (CRWV) stake by 2.5% in Q2 2026, buying an estimated $124K and bringing the position to 47,438 shares worth $4.72M. The position accounts for 0.07% of the portfolio, ranked #185.

RFG Advisory first reported a position in CRWV in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

RFG Advisory held 47,438 shares of CoreWeave worth $4.72M as of Q2 2026.
RFG Advisory bought 1,152 CoreWeave shares in Q2 2026, an estimated $124K.
CoreWeave made up 0.07% of RFG Advisory's portfolio in Q2 2026, its #185 holding.
RFG Advisory first reported a position in CoreWeave in Q3 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.