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Capstone Financial Advisors’s Cleveland-Cliffs CLF Stock Holding History

Capstone Financial Advisors’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
2025
Q3 		– Sell
-15,950
Closed -$121K – 186
2025
Q2 		$121K Buy
+15,950
New +$119K 0.01% 160
2015
Q3 		– Sell
-15,000
Closed -$65K – 75
2015
Q2 		$65K Hold
15,000
– – 0.03% 89
2015
Q1 		$72K Hold
15,000
– – 0.03% 83
2014
Q4 		$107K Buy
15,000
+5,000
+50% +$43.5K 0.03% 76
2014
Q3 		$104K Sell
10,000
-2,500
-20% -$38.2K 0.06% 61
2014
Q2 		$188K Buy
+12,500
New +$212K 0.13% 58

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capstone Financial Advisors's CLF Position: Q3 2025 in Review

Capstone Financial Advisors sold out of Cleveland-Cliffs (CLF) in Q3 2025, closing a stake of 15,950 shares — an estimated $121K sold.

Capstone Financial Advisors first reported a position in CLF in Q2 2014 and held it in 6 quarters. The position peaked at $188K in Q2 2014. 564 funds tracked by Wall St. Rank hold CLF as of Q3 2025.

  • Capstone Financial Advisors reported no remaining Cleveland-Cliffs position as of Q3 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 15,950 Cleveland-Cliffs shares in Q3 2025, an estimated $121K.
  • Capstone Financial Advisors first reported a position in Cleveland-Cliffs in Q2 2014 and held it in 6 quarters.
  • Capstone Financial Advisors's Cleveland-Cliffs position peaked at $188K in Q2 2014.
  • 564 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2025.

Based on Capstone Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.