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Cornerstone Strategic Value shares owned by Albion Financial Group

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Albion Financial Group from 13F filings

Historical chart of Albion Financial Group investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by Albion Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Albion Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0k 530 7.56

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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Broadcom (AVGO)

View all positions for Albion Financial Group

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Boothbay Fund Management
PFG Investments
Quarry
OZ Management
Advisor Group Holdings
LPL Financial
Warberg Asset Management
Cetera Investment Advisers
Cable Car Capital
Cambridge Investment Research Advisors
Almitas Capital
Morgan Stanley
Cohen & Steers Capital Management
WJ Financial Advisors

View all funds holding Cornerstone Strategic Value