Sequoia Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Sequoia 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	$162K	Hold	21,400	–	–	﹤0.01%	2023
2026 Q1	$156K	Hold	21,400	–	–	﹤0.01%	1817
2025 Q4	$179K	Hold	21,400	–	–	﹤0.01%	1827
2025 Q3	$177K	Hold	21,400	–	–	﹤0.01%	1646
2025 Q2	$174K	Sell	21,400 -952	-4%	-$7.02K	﹤0.01%	1495
2025 Q1	$163K	Buy	22,352 +610	+3%	+$5.02K	﹤0.01%	1293
2024 Q4	$184K	Hold	21,742	–	–	﹤0.01%	1241
2024 Q3	$164K	Buy	+21,742	New	+$162K	﹤0.01%	1186
2020 Q2	–	Sell	-39,577	Closed	-$316K	–	372
2020 Q1	$316K	Buy	+39,577	New	+$403K	0.02%	260

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Sequoia Financial Advisors's CLM Position: Q2 2026 in Review

Sequoia Financial Advisors held its Cornerstone Strategic Value Fund (CLM) position steady in Q2 2026 at 21,400 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Sequoia Financial Advisors first reported a position in CLM in Q1 2020 and has held it in 9 quarters since. The position peaked at $316K in Q1 2020. 146 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

Sequoia Financial Advisors held 21,400 shares of Cornerstone Strategic Value Fund worth $162K as of Q2 2026.
Sequoia Financial Advisors left its Cornerstone Strategic Value Fund share count unchanged in Q2 2026.
Cornerstone Strategic Value Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2023 holding.
Sequoia Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q1 2020 and has held it in 9 quarters since.
Sequoia Financial Advisors's Cornerstone Strategic Value Fund position peaked at $316K in Q1 2020.
146 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.