Bogart Wealth LLC’s Cleveland-Cliffs CLF Stock Holding History

Bogart Wealth LLC’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 Q2	$11.7K	Buy	1,246 +74	+6%	+$814	﹤0.01%	953
2026 Q1	$9.9K	Hold	1,172	–	–	﹤0.01%	907
2025 Q4	$15.6K	Buy	1,172 +40	+4%	+$505	﹤0.01%	743
2025 Q3	$13.8K	Hold	1,132	–	–	﹤0.01%	763
2025 Q2	$8.6K	Buy	1,132 +132	+13%	+$981	﹤0.01%	823
2025 Q1	$8.22K	Hold	1,000	–	–	﹤0.01%	794
2024 Q4	$9.4K	Hold	1,000	–	–	﹤0.01%	754
2024 Q3	$12.8K	Hold	1,000	–	–	﹤0.01%	637
2024 Q2	$15.4K	Buy	+1,000	New	+$17.9K	﹤0.01%	578
2022 Q4	–	Sell	-711	Closed	-$10K	–	1079
2022 Q3	$10K	Hold	711	–	–	﹤0.01%	535
2022 Q2	$11K	Hold	711	–	–	﹤0.01%	514
2022 Q1	$23K	Hold	711	–	–	﹤0.01%	361
2021 Q4	$15K	Hold	711	–	–	﹤0.01%	419
2021 Q3	$14K	Buy	+711	New	+$16.2K	﹤0.01%	411

Other funds holding CLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's CLF Position: Q2 2026 in Review

Bogart Wealth LLC increased its Cleveland-Cliffs (CLF) stake by 6.3% in Q2 2026, buying an estimated $814 and bringing the position to 1,246 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Bogart Wealth LLC first reported a position in CLF in Q3 2021 and has held it in 14 quarters since. The position peaked at $23K in Q1 2022. 584 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

Bogart Wealth LLC held 1,246 shares of Cleveland-Cliffs worth $11.7K as of Q2 2026.
Bogart Wealth LLC bought 74 Cleveland-Cliffs shares in Q2 2026, an estimated $814.
Cleveland-Cliffs made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #953 holding.
Bogart Wealth LLC first reported a position in Cleveland-Cliffs in Q3 2021 and has held it in 14 quarters since.
Bogart Wealth LLC's Cleveland-Cliffs position peaked at $23K in Q1 2022.
584 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.