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Gladstone Institutional Advisory’s Cornerstone Strategic Value Fund CLM Stock Holding History

Gladstone Institutional Advisory’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 		$371K Sell
49,081
-8,415
-15% -$63.3K 0.01% 680
2026
Q1 		$419K Buy
+57,496
New +$452K 0.02% 577

Other funds holding CLM

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gladstone Institutional Advisory's CLM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Cornerstone Strategic Value Fund (CLM) stake by 15% in Q2 2026, selling an estimated $63.3K and leaving 49,081 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #680.

Gladstone Institutional Advisory first reported a position in CLM in Q1 2026 and has held it in 2 quarters since. The position peaked at $419K in Q1 2026. 45 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Gladstone Institutional Advisory held 49,081 shares of Cornerstone Strategic Value Fund worth $371K as of Q2 2026.
  • Gladstone Institutional Advisory sold 8,415 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $63.3K.
  • Cornerstone Strategic Value Fund made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #680 holding.
  • Gladstone Institutional Advisory first reported a position in Cornerstone Strategic Value Fund in Q1 2026 and has held it in 2 quarters since.
  • Gladstone Institutional Advisory's Cornerstone Strategic Value Fund position peaked at $419K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.