Cerity Partners
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Cerity Partners’s Cornerstone Strategic Value Fund CLM Stock Holding History

Cerity Partners’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 		– Sell
-30,067
Closed -$219K – 3434
2026
Q1 		$219K Buy
+30,067
New +$236K ﹤0.01% 2826

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QL
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SC
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Osaic Holdings
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LPL Financial
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WAM
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Cetera Investment Advisers
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CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Cerity Partners's CLM Position: Q2 2026 in Review

Cerity Partners sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2026, closing a stake of 30,067 shares — an estimated $219K sold.

Cerity Partners first reported a position in CLM in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 146 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Cerity Partners reported no remaining Cornerstone Strategic Value Fund position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 30,067 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $219K.
  • Cerity Partners first reported a position in Cornerstone Strategic Value Fund in Q1 2026 and held it in 1 quarter.
  • Cerity Partners's Cornerstone Strategic Value Fund position peaked at $219K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.