Mercer Global Advisors
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Mercer Global Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Mercer Global Advisors’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 		– Sell
-15,054
Closed -$110K – 3670
2026
Q1 		$110K Buy
+15,054
New +$118K ﹤0.01% 2999
2025
Q1 		– Sell
-11,366
Closed -$96.1K – 2170
2024
Q4 		$96.1K Sell
11,366
-16,088
-59% -$133K ﹤0.01% 2043
2024
Q3 		$207K Buy
+27,454
New +$205K ﹤0.01% 1787

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

Mercer Global Advisors's CLM Position: Q2 2026 in Review

Mercer Global Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2026, closing a stake of 15,054 shares — an estimated $110K sold.

Mercer Global Advisors first reported a position in CLM in Q3 2024 and held it in 3 quarters. The position peaked at $207K in Q3 2024. 146 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Mercer Global Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 15,054 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $110K.
  • Mercer Global Advisors first reported a position in Cornerstone Strategic Value Fund in Q3 2024 and held it in 3 quarters.
  • Mercer Global Advisors's Cornerstone Strategic Value Fund position peaked at $207K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.