FFA
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Farther Finance Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Farther Finance Advisors’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
Q3 		$34.4K Buy
5,379
+2,693
+100% +$18.9K ﹤0.01% 3724
2026
Q2 		$20.3K Sell
2,686
-3,118
-54% -$23.5K ﹤0.01% 3954
2026
Q1 		$42.8K Hold
5,804
– – ﹤0.01% 3097
2025
Q4 		$48.5K Buy
5,804
+1,000
+21% +$8.27K ﹤0.01% 2837
2025
Q3 		$39.8K Hold
4,804
– – ﹤0.01% 2583
2025
Q2 		$39K Buy
4,804
+1,666
+53% +$12.3K ﹤0.01% 2255
2025
Q1 		$23K Buy
+3,138
New +$25.8K ﹤0.01% 2322

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Farther Finance Advisors's CLM Position: Q3 2026 in Review

Farther Finance Advisors increased its Cornerstone Strategic Value Fund (CLM) stake by 100% in Q3 2026, buying an estimated $18.9K and bringing the position to 5,379 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Farther Finance Advisors first reported a position in CLM in Q1 2025 and has held it in 7 quarters since. The position peaked at $48.5K in Q4 2025. 13 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • Farther Finance Advisors held 5,379 shares of Cornerstone Strategic Value Fund worth $34.4K as of Q3 2026.
  • Farther Finance Advisors bought 2,693 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $18.9K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3724 holding.
  • Farther Finance Advisors first reported a position in Cornerstone Strategic Value Fund in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's Cornerstone Strategic Value Fund position peaked at $48.5K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.