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OneDigital Investment Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

OneDigital Investment 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
Q1 		$78.3K Hold
10,760
– – ﹤0.01% 1432
2025
Q4 		$90K Buy
10,760
+500
+5% +$4.13K ﹤0.01% 1473
2025
Q3 		$85K Hold
10,260
– – ﹤0.01% 1458
2025
Q2 		$83.3K Buy
+10,260
New +$75.7K ﹤0.01% 1418

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

OneDigital Investment Advisors's CLM Position: Q1 2026 in Review

OneDigital Investment Advisors held its Cornerstone Strategic Value Fund (CLM) position steady in Q1 2026 at 10,760 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

OneDigital Investment Advisors first reported a position in CLM in Q2 2025 and has held it in 4 quarters since. The position peaked at $90K in Q4 2025. 138 funds tracked by Wall St. Rank hold CLM as of Q1 2026.

  • OneDigital Investment Advisors held 10,760 shares of Cornerstone Strategic Value Fund worth $78.3K as of Q1 2026.
  • OneDigital Investment Advisors left its Cornerstone Strategic Value Fund share count unchanged in Q1 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1432 holding.
  • OneDigital Investment Advisors first reported a position in Cornerstone Strategic Value Fund in Q2 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's Cornerstone Strategic Value Fund position peaked at $90K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.