AFC
CLFD icon

Ares Financial Consulting’s Clearfield CLFD Stock Holding History

Ares Financial Consulting’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5K Hold
113
– – ﹤0.01% 736
2026
Q1 		$2.94K Hold
113
– – ﹤0.01% 786
2025
Q4 		$3.29K Buy
+113
New +$3.63K ﹤0.01% 570

Other funds holding CLFD

TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ares Financial Consulting's CLFD Position: Q2 2026 in Review

Ares Financial Consulting held its Clearfield (CLFD) position steady in Q2 2026 at 113 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Ares Financial Consulting first reported a position in CLFD in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Ares Financial Consulting held 113 shares of Clearfield worth $4.5K as of Q2 2026.
  • Ares Financial Consulting left its Clearfield share count unchanged in Q2 2026.
  • Clearfield made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #736 holding.
  • Ares Financial Consulting first reported a position in Clearfield in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.