AssetMark Inc’s Clearfield CLFD Stock Holding History

AssetMark Inc’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
2025 Q3	–	Sell	-17	Closed	-$738	–	3199
2025 Q2	$738	Buy	+17	New	+$583	﹤0.01%	2672

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AssetMark Inc's CLFD Position: Q3 2025 in Review

AssetMark Inc sold out of Clearfield (CLFD) in Q3 2025, closing a stake of 17 shares — an estimated $738 sold.

AssetMark Inc first reported a position in CLFD in Q2 2025 and held it in 1 quarter. The position peaked at $738 in Q2 2025. 129 funds tracked by Wall St. Rank hold CLFD as of Q3 2025.

AssetMark Inc reported no remaining Clearfield position as of Q3 2025 after selling out during the quarter.
AssetMark Inc sold 17 Clearfield shares in Q3 2025, an estimated $738.
AssetMark Inc first reported a position in Clearfield in Q2 2025 and held it in 1 quarter.
AssetMark Inc's Clearfield position peaked at $738 in Q2 2025.
129 funds tracked by Wall St. Rank held Clearfield as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.