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Becker Capital Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Becker Capital Management’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Buy
22,847
+810
+4% +$6.09K ﹤0.01% 301
2026
Q1 		$160K Buy
22,037
+2,566
+13% +$20.2K ﹤0.01% 297
2025
Q4 		$163K Buy
19,471
+1,841
+10% +$15.2K ﹤0.01% 299
2025
Q3 		$146K Buy
+17,630
New +$143K ﹤0.01% 292

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Becker Capital Management's CLM Position: Q2 2026 in Review

Becker Capital Management increased its Cornerstone Strategic Value Fund (CLM) stake by 3.7% in Q2 2026, buying an estimated $6.09K and bringing the position to 22,847 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Becker Capital Management first reported a position in CLM in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Becker Capital Management held 22,847 shares of Cornerstone Strategic Value Fund worth $173K as of Q2 2026.
  • Becker Capital Management bought 810 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $6.09K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Becker Capital Management's portfolio in Q2 2026, its #301 holding.
  • Becker Capital Management first reported a position in Cornerstone Strategic Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.