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Independent Financial Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Independent Financial Group’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 		$704K Sell
109,942
-1,959
-2% -$13.7K 0.01% 837
2026
Q2 		$846K Buy
+111,901
New +$842K 0.02% 760

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's CLM Position: Q3 2026 in Review

Independent Financial Group reduced its Cornerstone Strategic Value Fund (CLM) stake by 1.8% in Q3 2026, selling an estimated $13.7K and leaving 109,942 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #837.

Independent Financial Group first reported a position in CLM in Q2 2026 and has held it in 2 quarters since. The position peaked at $846K in Q2 2026. 11 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • Independent Financial Group held 109,942 shares of Cornerstone Strategic Value Fund worth $704K as of Q3 2026.
  • Independent Financial Group sold 1,959 Cornerstone Strategic Value Fund shares in Q3 2026, an estimated $13.7K.
  • Cornerstone Strategic Value Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #837 holding.
  • Independent Financial Group first reported a position in Cornerstone Strategic Value Fund in Q2 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Cornerstone Strategic Value Fund position peaked at $846K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.