CAPTRUST Financial Advisors
CLFD icon

CAPTRUST Financial Advisors’s Clearfield CLFD Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q3 		– Sell
-5,060
Closed -$220K – 2644
2025
Q2 		$220K Buy
+5,060
New +$173K ﹤0.01% 2242
2022
Q3 		– Sell
-9
Closed -$1K – 2418
2022
Q2 		$1K Sell
9
-33
-79% -$1.94K ﹤0.01% 4647
2022
Q1 		$3K Buy
+42
New +$2.64K ﹤0.01% 4340

Other funds holding CLFD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

CAPTRUST Financial Advisors's CLFD Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Clearfield (CLFD) in Q3 2025, closing a stake of 5,060 shares — an estimated $220K sold.

CAPTRUST Financial Advisors first reported a position in CLFD in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q2 2025. 129 funds tracked by Wall St. Rank hold CLFD as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Clearfield position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,060 Clearfield shares in Q3 2025, an estimated $220K.
  • CAPTRUST Financial Advisors first reported a position in Clearfield in Q1 2022 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Clearfield position peaked at $220K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Clearfield as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.