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Birchwood Financial Partners’s Clearfield CLFD Stock Holding History

Birchwood Financial Partners’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 		$7.96K Hold
200
– – 0.01% 295
2026
Q1 		$5.29K Hold
200
– – 0.01% 308
2025
Q4 		$5.83K Buy
+200
New +$6.43K 0.01% 301

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Birchwood Financial Partners's CLFD Position: Q2 2026 in Review

Birchwood Financial Partners held its Clearfield (CLFD) position steady in Q2 2026 at 200 shares worth $7.96K. The position accounts for 0.01% of the portfolio, ranked #295.

Birchwood Financial Partners first reported a position in CLFD in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Birchwood Financial Partners held 200 shares of Clearfield worth $7.96K as of Q2 2026.
  • Birchwood Financial Partners left its Clearfield share count unchanged in Q2 2026.
  • Clearfield made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #295 holding.
  • Birchwood Financial Partners first reported a position in Clearfield in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.