WMN
CRF

Wealth Management Nebraska’s Cornerstone Total Return Fund CRF Stock Holding History

Wealth Management Nebraska’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 		$151K Buy
21,707
+1,161
+6% +$8.73K 0.02% 99
2025
Q4 		$165K Sell
20,546
-10
-0% -$80 0.02% 91
2025
Q3 		$165K Buy
20,556
+178
+0.9% +$1.4K 0.02% 92
2025
Q2 		$155K Buy
20,378
+750
+4% +$5.32K 0.02% 82
2025
Q1 		$138K Buy
19,628
+341
+2% +$2.77K 0.02% 74
2024
Q4 		$164K Buy
+19,287
New +$164K 0.03% 71

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

Wealth Management Nebraska's CRF Position: Q1 2026 in Review

Wealth Management Nebraska increased its Cornerstone Total Return Fund (CRF) stake by 5.7% in Q1 2026, buying an estimated $8.73K and bringing the position to 21,707 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #99.

Wealth Management Nebraska first reported a position in CRF in Q4 2024 and has held it in 6 quarters since. The position peaked at $165K in Q3 2025. 93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Wealth Management Nebraska held 21,707 shares of Cornerstone Total Return Fund worth $151K as of Q1 2026.
  • Wealth Management Nebraska bought 1,161 Cornerstone Total Return Fund shares in Q1 2026, an estimated $8.73K.
  • Cornerstone Total Return Fund made up 0.02% of Wealth Management Nebraska's portfolio in Q1 2026, its #99 holding.
  • Wealth Management Nebraska first reported a position in Cornerstone Total Return Fund in Q4 2024 and has held it in 6 quarters since.
  • Wealth Management Nebraska's Cornerstone Total Return Fund position peaked at $165K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.