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Savvy Advisors Inc’s Cornerstone Strategic Value Fund CLM Stock Holding History

Savvy Advisors Inc’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 		$813K Buy
107,590
+100
+0.1% +$752 0.02% 595
2026
Q1 		$783K Sell
107,490
-1,270
-1% -$9.98K 0.02% 506
2025
Q4 		$909K Buy
+108,760
New +$899K 0.03% 388

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

Savvy Advisors Inc's CLM Position: Q2 2026 in Review

Savvy Advisors Inc increased its Cornerstone Strategic Value Fund (CLM) stake by 0.09% in Q2 2026, buying an estimated $752 and bringing the position to 107,590 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #595.

Savvy Advisors Inc first reported a position in CLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $909K in Q4 2025. 146 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Savvy Advisors Inc held 107,590 shares of Cornerstone Strategic Value Fund worth $813K as of Q2 2026.
  • Savvy Advisors Inc bought 100 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $752.
  • Cornerstone Strategic Value Fund made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #595 holding.
  • Savvy Advisors Inc first reported a position in Cornerstone Strategic Value Fund in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Cornerstone Strategic Value Fund position peaked at $909K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.