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Valley Wealth Managers’s Cornerstone Total Return Fund CRF Stock Holding History

Valley Wealth Managers’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
2025
Q4 		– Sell
-645
Closed -$5.19K – 361
2025
Q3 		$5.19K Buy
+645
New +$5.07K ﹤0.01% 274

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 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

Valley Wealth Managers's CRF Position: Q4 2025 in Review

Valley Wealth Managers sold out of Cornerstone Total Return Fund (CRF) in Q4 2025, closing a stake of 645 shares — an estimated $5.19K sold.

Valley Wealth Managers first reported a position in CRF in Q3 2025 and held it in 1 quarter. The position peaked at $5.19K in Q3 2025. 89 funds tracked by Wall St. Rank hold CRF as of Q4 2025.

  • Valley Wealth Managers reported no remaining Cornerstone Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 645 Cornerstone Total Return Fund shares in Q4 2025, an estimated $5.19K.
  • Valley Wealth Managers first reported a position in Cornerstone Total Return Fund in Q3 2025 and held it in 1 quarter.
  • Valley Wealth Managers's Cornerstone Total Return Fund position peaked at $5.19K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2025.

Based on Valley Wealth Managers's 13F filing for Q4 2025, filed 4 Feb 2026.