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Capstone Financial Advisors’s Clearwater Paper CLW Stock Holding History

Capstone Financial Advisors’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$144K – 195
2026
Q1 		$144K Buy
+10,000
New +$163K 0.01% 176

Other funds holding CLW

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Financial Advisors's CLW Position: Q2 2026 in Review

Capstone Financial Advisors sold out of Clearwater Paper (CLW) in Q2 2026, closing a stake of 10,000 shares — an estimated $144K sold.

Capstone Financial Advisors first reported a position in CLW in Q1 2026 and held it in 1 quarter. The position peaked at $144K in Q1 2026. 135 funds tracked by Wall St. Rank hold CLW as of Q2 2026.

  • Capstone Financial Advisors reported no remaining Clearwater Paper position as of Q2 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 Clearwater Paper shares in Q2 2026, an estimated $144K.
  • Capstone Financial Advisors first reported a position in Clearwater Paper in Q1 2026 and held it in 1 quarter.
  • Capstone Financial Advisors's Clearwater Paper position peaked at $144K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.