SG
CRF

StoneX Group’s Cornerstone Total Return Fund CRF Stock Holding History

StoneX Group’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 		$992K Sell
142,723
-39,876
-22% -$300K 0.05% 262
2025
Q4 		$1.46M Sell
182,599
-19,094
-9% -$152K 0.06% 253
2025
Q3 		$1.62M Buy
201,693
+10,295
+5% +$81K 0.07% 236
2025
Q2 		$1.48M Buy
191,398
+42,600
+29% +$302K 0.07% 232
2025
Q1 		$1.05M Buy
148,798
+7,160
+5% +$58.1K 0.06% 275
2024
Q4 		$1.21M Buy
+141,638
New +$1.2M 0.07% 249
2022
Q2 		– Sell
-17,528
Closed -$239K – 566
2022
Q1 		$239K Sell
17,528
-4,826
-22% -$64.7K 0.02% 471
2021
Q4 		$301K Buy
+22,354
New +$292K 0.03% 408
2021
Q3 		– Sell
-27,773
Closed -$309K – 478
2021
Q2 		$309K Sell
27,773
-1,632
-6% -$18.6K 0.05% 352
2021
Q1 		$382K Buy
29,405
+11,424
+64% +$141K 0.07% 253
2020
Q4 		$201K Buy
+17,981
New +$195K 0.04% 352

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
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