Stifel Financial
CRF

Stifel Financial’s Cornerstone Total Return Fund CRF Stock Holding History

Stifel 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
Q2 		$112K Buy
15,603
+3,808
+32% +$27.4K ﹤0.01% 3603
2026
Q1 		$82K Buy
+11,795
New +$88.6K ﹤0.01% 3549

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

Stifel Financial's CRF Position: Q2 2026 in Review

Stifel Financial increased its Cornerstone Total Return Fund (CRF) stake by 32% in Q2 2026, buying an estimated $27.4K and bringing the position to 15,603 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

Stifel Financial first reported a position in CRF in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Stifel Financial held 15,603 shares of Cornerstone Total Return Fund worth $112K as of Q2 2026.
  • Stifel Financial bought 3,808 Cornerstone Total Return Fund shares in Q2 2026, an estimated $27.4K.
  • Cornerstone Total Return Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3603 holding.
  • Stifel Financial first reported a position in Cornerstone Total Return Fund in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.