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
2023
Q4 		– Sell
-800
Closed -$3 – 2694
2023
Q3 		$3 Buy
+800
New +$4.22K ﹤0.01% 2630

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.