EWM
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Empirical Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Empirical Wealth 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
2025
Q4 		– Sell
-12,100
Closed -$100K – 913
2025
Q3 		$100K Buy
+12,100
New +$98.4K ﹤0.01% 783

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PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
SC
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LPL Financial
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BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Empirical Wealth Management's CLM Position: Q4 2025 in Review

Empirical Wealth Management sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2025, closing a stake of 12,100 shares — an estimated $100K sold.

Empirical Wealth Management first reported a position in CLM in Q3 2025 and held it in 1 quarter. The position peaked at $100K in Q3 2025. 127 funds tracked by Wall St. Rank hold CLM as of Q4 2025.

  • Empirical Wealth Management reported no remaining Cornerstone Strategic Value Fund position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 12,100 Cornerstone Strategic Value Fund shares in Q4 2025, an estimated $100K.
  • Empirical Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q3 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Cornerstone Strategic Value Fund position peaked at $100K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.