Marshall Financial Group, LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1841496
Hunt Valley, MD
Position in CLM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$151,200
+$78,400 QoQ
Shares Held
20,000
+100.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#77
of 145 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Marshall Financial Group, LLC holds $26,820,080 across 10 Asset Management names. CLM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
544,511 | $21,905,677 | |
| 2 | BX |
Blackstone Inc.
|
10,422 | $1,226,356 | |
| 3 | FHI |
Federated Hermes, Inc.
|
20,483 | $1,131,071 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
12,357 | $1,038,729 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,793 | $822,556 | |
| 6 | SEIC |
Sei Investments Co
|
3,014 | $264,357 | |
| 7 | CLM |
Cornerstone Strategic Investment Fund, Inc.
This page
|
20,000 | $151,200 | |
| 8 | CRF |
Cornerstone Total Return Fund Inc
|
18,065 | $129,706 |
All Filings in CLM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,200 | 20,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $72,800 | 10,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $83,600 | 10,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $82,800 | 10,000 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $81,200 | 10,000 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $73,130 | 10,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $84,547 | 10,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $75,591 | 10,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $75,787 | 10,000 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $74,016 | 10,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $70,768 | 10,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $79,232 | 10,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $82,480 | 10,000 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $76,673 | 10,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $72,539 | 10,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $84,350 | 10,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $84,449 | 10,000 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||