RBC
CRF

Roble Belko & Company’s Cornerstone Total Return Fund CRF Stock Holding History

Roble Belko & Company’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 		$7K Buy
1,013
+47
+5% +$353 ﹤0.01% 324
2025
Q4 		$8K Buy
+966
New +$7.71K ﹤0.01% 320

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 $668M AUM 20.22% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Roble Belko & Company's CRF Position: Q1 2026 in Review

Roble Belko & Company increased its Cornerstone Total Return Fund (CRF) stake by 4.9% in Q1 2026, buying an estimated $353 and bringing the position to 1,013 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Roble Belko & Company first reported a position in CRF in Q4 2025 and has held it in 2 quarters since. The position peaked at $8K in Q4 2025. 93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Roble Belko & Company held 1,013 shares of Cornerstone Total Return Fund worth $7K as of Q1 2026.
  • Roble Belko & Company bought 47 Cornerstone Total Return Fund shares in Q1 2026, an estimated $353.
  • Cornerstone Total Return Fund made up ﹤0.01% of Roble Belko & Company's portfolio in Q1 2026, its #324 holding.
  • Roble Belko & Company first reported a position in Cornerstone Total Return Fund in Q4 2025 and has held it in 2 quarters since.
  • Roble Belko & Company's Cornerstone Total Return Fund position peaked at $8K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.