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
Q2 		$1.04M Buy
145,192
+2,469
+2% +$17.7K 0.04% 341
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
+46,700
+49% +$397K 0.07% 249
2024
Q3 		$753K Buy
94,938
+30,444
+47% +$232K 0.05% 274
2024
Q2 		$496K Buy
64,494
+13,342
+26% +$99.3K 0.04% 334
2024
Q1 		$377K Buy
51,152
+14,763
+41% +$104K 0.03% 376
2023
Q4 		$255K Buy
36,389
+16,852
+86% +$118K 0.03% 461
2023
Q3 		$153K Buy
19,537
+641
+3% +$5.12K 0.02% 543
2023
Q2 		$148K Buy
18,896
+2,040
+12% +$15.1K 0.02% 541
2023
Q1 		$122K Buy
+16,856
New +$125K 0.01% 558
2022
Q2 		– Sell
-17,528
Closed -$239K – 738
2022
Q1 		$239K Sell
17,528
-4,826
-22% -$64.7K 0.02% 530
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 $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

StoneX Group's CRF Position: Q2 2026 in Review

StoneX Group increased its Cornerstone Total Return Fund (CRF) stake by 1.7% in Q2 2026, buying an estimated $17.7K and bringing the position to 145,192 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #341.

StoneX Group first reported a position in CRF in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2025. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • StoneX Group held 145,192 shares of Cornerstone Total Return Fund worth $1.04M as of Q2 2026.
  • StoneX Group bought 2,469 Cornerstone Total Return Fund shares in Q2 2026, an estimated $17.7K.
  • Cornerstone Total Return Fund made up 0.04% of StoneX Group's portfolio in Q2 2026, its #341 holding.
  • StoneX Group first reported a position in Cornerstone Total Return Fund in Q4 2020 and has held it in 19 quarters since.
  • StoneX Group's Cornerstone Total Return Fund position peaked at $1.62M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.