Vise Technologies’s Cornerstone Strategic Value Fund CLM Stock Holding History

Vise Technologies’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 Q3	$104K	Buy	+16,188	New	+$114K	﹤0.01%	2048

Other funds holding CLM

WAM

Warberg Asset Management Winnetka, Illinois $755M AUM 21.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Vise Technologies's CLM Position: Q3 2026 in Review

Vise Technologies opened a new position in Cornerstone Strategic Value Fund (CLM) in Q3 2026: 16,188 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings.

43 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

Vise Technologies held 16,188 shares of Cornerstone Strategic Value Fund worth $104K as of Q3 2026.
Cornerstone Strategic Value Fund was a new Vise Technologies position in Q3 2026.
Cornerstone Strategic Value Fund made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #2048 holding.
43 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.