Blue Bell Private Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Blue Bell Private Wealth Management’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 Q1	$338	Sell	40 -600	-94%	-$6.87K	﹤0.01%	703
2025 Q4	$8.5K	Buy	640 +600	+1,500%	+$7.58K	﹤0.01%	574
2025 Q3	$488	Sell	40 -60	-60%	-$631	﹤0.01%	701
2025 Q2	$760	Sell	100 -10	-9%	-$74	﹤0.01%	691
2025 Q1	$904	Buy	110 +50	+83%	+$508	﹤0.01%	674
2024 Q4	$564	Hold	60	–	–	﹤0.01%	653
2024 Q3	$766	Hold	60	–	–	﹤0.01%	658
2024 Q2	$923	Hold	60	–	–	﹤0.01%	669
2024 Q1	$1.36K	Hold	60	–	–	﹤0.01%	658
2023 Q4	$1.23K	Hold	60	–	–	﹤0.01%	660
2023 Q3	$938	Buy	60 +10	+20%	+$156	﹤0.01%	633
2023 Q2	$838	Hold	50	–	–	﹤0.01%	649
2023 Q1	$917	Hold	50	–	–	﹤0.01%	620
2022 Q4	$806	Buy	50 +10	+25%	+$151	﹤0.01%	652
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	654
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	699
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	761
2021 Q4	$1K	Buy	+40	New	+$862	﹤0.01%	755

Other funds holding CLF

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Blue Bell Private Wealth Management's CLF Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Cleveland-Cliffs (CLF) stake by 94% in Q1 2026, selling an estimated $6.87K and leaving 40 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Blue Bell Private Wealth Management first reported a position in CLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.5K in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Blue Bell Private Wealth Management held 40 shares of Cleveland-Cliffs worth $338 as of Q1 2026.
Blue Bell Private Wealth Management sold 600 Cleveland-Cliffs shares in Q1 2026, an estimated $6.87K.
Cleveland-Cliffs made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #703 holding.
Blue Bell Private Wealth Management first reported a position in Cleveland-Cliffs in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Cleveland-Cliffs position peaked at $8.5K in Q4 2025.
566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.