Ken Fisher
CLM icon

Ken Fisher’s Cornerstone Strategic Value Fund CLM Stock Holding History

Ken Fisher’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
-25,604
Closed -$212K – 1030
2025
Q3 		$212K Buy
+25,604
New +$208K ﹤0.01% 972
2014
Q2 		– Sell
-5,587
Closed -$142K – 564
2014
Q1 		$142K Buy
+5,587
New +$143K ﹤0.01% 500

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Ken Fisher's CLM Position: Q4 2025 in Review

Ken Fisher sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2025, closing a stake of 25,604 shares — an estimated $212K sold.

Ken Fisher first reported a position in CLM in Q1 2014 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 127 funds tracked by Wall St. Rank hold CLM as of Q4 2025.

  • Ken Fisher reported no remaining Cornerstone Strategic Value Fund position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 25,604 Cornerstone Strategic Value Fund shares in Q4 2025, an estimated $212K.
  • Ken Fisher first reported a position in Cornerstone Strategic Value Fund in Q1 2014 and held it in 2 quarters.
  • Ken Fisher's Cornerstone Strategic Value Fund position peaked at $212K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.