4Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

4Wealth Advisors’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$541K	Buy	49,134 +26,122	+114%	+$296K	0.37%	67
2026 Q2	$216K	Buy	23,012 +180	+0.8%	+$1.98K	0.17%	143
2026 Q1	$185K	Sell	22,832 -23,751	-51%	-$272K	0.16%	136
2025 Q4	$619K	Sell	46,583 -30,251	-39%	-$382K	0.53%	65
2025 Q3	$937K	Buy	76,834 +1,118	+1%	+$11.8K	0.84%	32
2025 Q2	$575K	Buy	75,716 +26,516	+54%	+$197K	0.58%	58
2025 Q1	$404K	Buy	+49,200	New	+$500K	0.44%	84

Other funds holding CLF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

4Wealth Advisors's CLF Position: Q3 2026 in Review

4Wealth Advisors increased its Cleveland-Cliffs (CLF) stake by 114% in Q3 2026, buying an estimated $296K and bringing the position to 49,134 shares worth $541K. The position accounts for 0.37% of the portfolio, ranked #67.

4Wealth Advisors first reported a position in CLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $937K in Q3 2025. 274 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

4Wealth Advisors held 49,134 shares of Cleveland-Cliffs worth $541K as of Q3 2026.
4Wealth Advisors bought 26,122 Cleveland-Cliffs shares in Q3 2026, an estimated $296K.
Cleveland-Cliffs made up 0.37% of 4Wealth Advisors's portfolio in Q3 2026, its #67 holding.
4Wealth Advisors first reported a position in Cleveland-Cliffs in Q1 2025 and has held it in 7 quarters since.
4Wealth Advisors's Cleveland-Cliffs position peaked at $937K in Q3 2025.
274 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.