Focus Partners Wealth
CLM icon

Focus Partners Wealth’s Cornerstone Strategic Value Fund CLM Stock Holding History

Focus Partners Wealth’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
Q1 		$662K Buy
90,867
+80,678
+792% +$634K ﹤0.01% 1797
2025
Q4 		$85.2K Buy
+10,189
New +$84.3K ﹤0.01% 2566

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Focus Partners Wealth's CLM Position: Q1 2026 in Review

Focus Partners Wealth increased its Cornerstone Strategic Value Fund (CLM) stake by 792% in Q1 2026, buying an estimated $634K and bringing the position to 90,867 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Focus Partners Wealth first reported a position in CLM in Q4 2025 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • Focus Partners Wealth held 90,867 shares of Cornerstone Strategic Value Fund worth $662K as of Q1 2026.
  • Focus Partners Wealth bought 80,678 Cornerstone Strategic Value Fund shares in Q1 2026, an estimated $634K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1797 holding.
  • Focus Partners Wealth first reported a position in Cornerstone Strategic Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.