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 Q2	$846K	Buy	+111,901	New	+$842K	0.02%	760

Other funds holding CLM

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Independent Financial Group's CLM Position: Q2 2026 in Review

Independent Financial Group opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 111,901 shares worth $846K. The stake represents 0.02% of the portfolio and ranks #760 among its holdings.

145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

Independent Financial Group held 111,901 shares of Cornerstone Strategic Value Fund worth $846K as of Q2 2026.
Cornerstone Strategic Value Fund was a new Independent Financial Group position in Q2 2026.
Cornerstone Strategic Value Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #760 holding.
145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.