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

WJ 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 		$3.81M Buy
503,994
+59,079
+13% +$444K 2.8% 7
2026
Q1 		$3.24M Buy
444,915
+181,900
+69% +$1.43M 2.62% 7
2025
Q4 		$2.2M Buy
263,015
+112,116
+74% +$927K 1.96% 11
2025
Q3 		$1.25M Buy
+150,899
New +$1.23M 1.21% 22

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

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

WJ Financial Advisors increased its Cornerstone Strategic Value Fund (CLM) stake by 13% in Q2 2026, buying an estimated $444K and bringing the position to 503,994 shares worth $3.81M. The position accounts for 2.8% of the portfolio, ranked #7.

WJ Financial Advisors first reported a position in CLM in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • WJ Financial Advisors held 503,994 shares of Cornerstone Strategic Value Fund worth $3.81M as of Q2 2026.
  • WJ Financial Advisors bought 59,079 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $444K.
  • Cornerstone Strategic Value Fund made up 2.8% of WJ Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • WJ Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.