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Vantage Financial Partners (Wisconsin)’s Cornerstone Strategic Value Fund CLM Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$142K Sell
16,927
-4,348
-20% -$36K 0.03% 205
2025
Q3 		$176K Sell
21,275
-162
-0.8% -$1.32K 0.04% 208
2025
Q2 		$174K Sell
21,437
-3,970
-16% -$29.3K 0.04% 196
2025
Q1 		$186K Buy
25,407
+342
+1% +$2.81K 0.05% 187
2024
Q4 		$212K Sell
25,065
-66
-0.3% -$545 0.05% 165
2024
Q3 		$190K Sell
25,131
-5,485
-18% -$41K 0.05% 182
2024
Q2 		$232K Buy
30,616
+264
+0.9% +$1.95K 0.06% 128
2024
Q1 		$225K Sell
30,352
-1,000
-3% -$7.13K 0.06% 128
2023
Q4 		$222K Sell
31,352
-3,882
-11% -$27.7K 0.07% 116
2023
Q3 		$279K Buy
35,234
+10,058
+40% +$82.8K 0.11% 62
2023
Q2 		$208K Buy
25,176
+13,766
+121% +$107K 0.08% 78
2023
Q1 		$87.5K Buy
+11,410
New +$88.6K 0.03% 84

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BFM
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QL
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AGM
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CCC
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Vantage Financial Partners (Wisconsin)'s CLM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Cornerstone Strategic Value Fund (CLM) stake by 20% in Q4 2025, selling an estimated $36K and leaving 16,927 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #205.

Vantage Financial Partners (Wisconsin) first reported a position in CLM in Q1 2023 and has held it in 12 quarters since. The position peaked at $279K in Q3 2023. 127 funds tracked by Wall St. Rank hold CLM as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 16,927 shares of Cornerstone Strategic Value Fund worth $142K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 4,348 Cornerstone Strategic Value Fund shares in Q4 2025, an estimated $36K.
  • Cornerstone Strategic Value Fund made up 0.03% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #205 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Cornerstone Strategic Value Fund in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Cornerstone Strategic Value Fund position peaked at $279K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.