WSFS
CRF

Wilmington Savings Fund Society’s Cornerstone Total Return Fund CRF Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-3,500
Closed -$24.3K – 1503
2026
Q1 		$24.3K Buy
+3,500
New +$26.3K ﹤0.01% 1026

Other funds holding CRF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Wilmington Savings Fund Society's CRF Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Cornerstone Total Return Fund (CRF) in Q2 2026, closing a stake of 3,500 shares — an estimated $24.3K sold.

Wilmington Savings Fund Society first reported a position in CRF in Q1 2026 and held it in 1 quarter. The position peaked at $24.3K in Q1 2026. 28 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining Cornerstone Total Return Fund position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 3,500 Cornerstone Total Return Fund shares in Q2 2026, an estimated $24.3K.
  • Wilmington Savings Fund Society first reported a position in Cornerstone Total Return Fund in Q1 2026 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Cornerstone Total Return Fund position peaked at $24.3K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.