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Sonora Investment Management Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$83.9K Hold
10,135
– – 0.01% 293
2025
Q2 		$82.3K Sell
10,135
-162
-2% -$1.2K 0.01% 296
2025
Q1 		$75.3K Buy
10,297
+2
+0% +$16 0.01% 294
2024
Q4 		$87K Buy
+10,295
New +$85K 0.01% 289

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Sonora Investment Management Group's CLM Position: Q3 2025 in Review

Sonora Investment Management Group held its Cornerstone Strategic Value Fund (CLM) position steady in Q3 2025 at 10,135 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #293.

Sonora Investment Management Group first reported a position in CLM in Q4 2024 and has held it in 4 quarters since. The position peaked at $87K in Q4 2024. 126 funds tracked by Wall St. Rank hold CLM as of Q3 2025.

  • Sonora Investment Management Group held 10,135 shares of Cornerstone Strategic Value Fund worth $83.9K as of Q3 2025.
  • Sonora Investment Management Group left its Cornerstone Strategic Value Fund share count unchanged in Q3 2025.
  • Cornerstone Strategic Value Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #293 holding.
  • Sonora Investment Management Group first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and has held it in 4 quarters since.
  • Sonora Investment Management Group's Cornerstone Strategic Value Fund position peaked at $87K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.