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LifeSteps Financial’s Cornerstone Strategic Value Fund CLM Stock Holding History

LifeSteps Financial’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 		$22.7K Buy
+3,000
New +$22.6K 0.01% 294

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
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

LifeSteps Financial's CLM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 3,000 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

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

  • LifeSteps Financial held 3,000 shares of Cornerstone Strategic Value Fund worth $22.7K as of Q2 2026.
  • Cornerstone Strategic Value Fund was a new LifeSteps Financial position in Q2 2026.
  • Cornerstone Strategic Value Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #294 holding.
  • 146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.