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RMR Wealth Builders’s Cornerstone Strategic Value Fund CLM Stock Holding History

RMR Wealth Builders’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 		$95K Buy
+12,560
New +$94.5K 0.01% 311

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

RMR Wealth Builders's CLM Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Cornerstone Strategic Value Fund (CLM) in Q2 2026: 12,560 shares worth $95K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

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

  • RMR Wealth Builders held 12,560 shares of Cornerstone Strategic Value Fund worth $95K as of Q2 2026.
  • Cornerstone Strategic Value Fund was a new RMR Wealth Builders position in Q2 2026.
  • Cornerstone Strategic Value Fund made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #311 holding.
  • 145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.