CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s CleanSpark CLSK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Sell
11,784
-4,590
-28% -$49.1K ﹤0.01% 2812
2025
Q4 		$166K Buy
16,374
+399
+2% +$5.98K ﹤0.01% 2549
2025
Q3 		$232K Buy
+15,975
New +$180K ﹤0.01% 2332
2025
Q2 		– Sell
-10,869
Closed -$73K – 2527
2025
Q1 		$73K Buy
+10,869
New +$103K ﹤0.01% 2261
2024
Q3 		– Sell
-10,476
Closed -$167K – 2306
2024
Q2 		$167K Sell
10,476
-904
-8% -$15.2K ﹤0.01% 2071
2024
Q1 		$241K Sell
11,380
-1,905
-14% -$26.5K ﹤0.01% 1903
2023
Q4 		$147K Sell
13,285
-3,669
-22% -$22.9K ﹤0.01% 2472
2023
Q3 		$64.6K Buy
16,954
+5,332
+46% +$28.2K ﹤0.01% 2463
2023
Q2 		$49.9K Buy
+11,622
New +$46.7K ﹤0.01% 2430
2022
Q3 		– Sell
-721
Closed -$3K – 2425
2022
Q2 		$3K Buy
721
+37
+5% +$249 ﹤0.01% 4285
2022
Q1 		$8K Sell
684
-1,384
-67% -$12.8K ﹤0.01% 3894
2021
Q4 		$20K Buy
2,068
+800
+63% +$12.8K ﹤0.01% 3275
2021
Q3 		$15K Buy
1,268
+68
+6% +$915 ﹤0.01% 3343
2021
Q2 		$20K Buy
1,200
+700
+140% +$12.9K ﹤0.01% 3106
2021
Q1 		$12K Buy
+500
New +$14.1K ﹤0.01% 3329

Other funds holding CLSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAPTRUST Financial Advisors's CLSK Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its CleanSpark (CLSK) stake by 28% in Q1 2026, selling an estimated $49.1K and leaving 11,784 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

CAPTRUST Financial Advisors first reported a position in CLSK in Q1 2021 and has held it in 15 quarters since. The position peaked at $241K in Q1 2024. 351 funds tracked by Wall St. Rank hold CLSK as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,784 shares of CleanSpark worth $100K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 4,590 CleanSpark shares in Q1 2026, an estimated $49.1K.
  • CleanSpark made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2812 holding.
  • CAPTRUST Financial Advisors first reported a position in CleanSpark in Q1 2021 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's CleanSpark position peaked at $241K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held CleanSpark as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.