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New England Capital Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

New England Capital Financial 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 		$0 Buy
+1,358
New +$10.2K ﹤0.01% 434

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WCM
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CFD
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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

New England Capital Financial Advisors's CLM Position: Q2 2026 in Review

New England Capital Financial Advisors opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 1,358 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

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

  • New England Capital Financial Advisors held 1,358 shares of Cornerstone Strategic Value Fund worth $0 as of Q2 2026.
  • Cornerstone Strategic Value Fund was a new New England Capital Financial Advisors position in Q2 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #434 holding.
  • 53 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.