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Keener Financial Planning’s Cornerstone Strategic Value Fund CLM Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-1,150
Closed -$9K – 82
2025
Q3 		$9K Buy
+1,150
New +$9.36K ﹤0.01% 163

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Keener Financial Planning's CLM Position: Q4 2025 in Review

Keener Financial Planning sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2025, closing a stake of 1,150 shares — an estimated $9K sold.

Keener Financial Planning first reported a position in CLM in Q3 2025 and held it in 1 quarter. The position peaked at $9K in Q3 2025. 127 funds tracked by Wall St. Rank hold CLM as of Q4 2025.

  • Keener Financial Planning reported no remaining Cornerstone Strategic Value Fund position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1,150 Cornerstone Strategic Value Fund shares in Q4 2025, an estimated $9K.
  • Keener Financial Planning first reported a position in Cornerstone Strategic Value Fund in Q3 2025 and held it in 1 quarter.
  • Keener Financial Planning's Cornerstone Strategic Value Fund position peaked at $9K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.