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Cornerstone Strategic Value shares owned by Union Bankshares

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Union Bankshares from 13F filings

Historical chart of Union Bankshares investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-12-31 $46k 5.5k 8.36
2025-09-30 $46k 5.5k 8.28

More positions owned by Union Bankshares

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl C (GOOG)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Broadcom (AVGO)

View all positions for Union Bankshares

Top funds holding Cornerstone Strategic Value

Sit Investment Associates
Advisor Group Holdings
PFG Investments
OZ Management
LPL Financial
Boothbay Fund Management
Quarry
Cetera Investment Advisers
Alpine Partners VI
Rivernorth Capital Management
Cable Car Capital
Cohen & Steers Capital Management
Stratos Wealth Partners
Cambridge Investment Research Advisors
Yakira Capital Management

View all funds holding Cornerstone Strategic Value