Cetera Trust Company’s Clearfield CLFD Stock Holding History

Cetera Trust Company’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
2026 Q2	$79.6K	Sell	2,000 -1,750	-47%	-$64.2K	0.04%	212
2026 Q1	$99.3K	Sell	3,750 -500	-12%	-$15.2K	0.06%	194
2025 Q4	$124K	Hold	4,250	–	–	0.07%	186
2025 Q3	$146K	Hold	4,250	–	–	0.08%	188
2025 Q2	$184K	Hold	4,250	–	–	0.11%	172
2025 Q1	$126K	Hold	4,250	–	–	0.08%	187
2024 Q4	$132K	Hold	4,250	–	–	0.09%	184
2024 Q3	$166K	Hold	4,250	–	–	0.1%	188
2024 Q2	$164K	Hold	4,250	–	–	0.1%	182
2024 Q1	$131K	Hold	4,250	–	–	0.08%	192
2023 Q4	$124K	Buy	+4,250	New	+$113K	0.08%	185

Other funds holding CLFD

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Cetera Trust Company's CLFD Position: Q2 2026 in Review

Cetera Trust Company reduced its Clearfield (CLFD) stake by 47% in Q2 2026, selling an estimated $64.2K and leaving 2,000 shares worth $79.6K. The position accounts for 0.04% of the portfolio, ranked #212.

Cetera Trust Company first reported a position in CLFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $184K in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

Cetera Trust Company held 2,000 shares of Clearfield worth $79.6K as of Q2 2026.
Cetera Trust Company sold 1,750 Clearfield shares in Q2 2026, an estimated $64.2K.
Clearfield made up 0.04% of Cetera Trust Company's portfolio in Q2 2026, its #212 holding.
Cetera Trust Company first reported a position in Clearfield in Q4 2023 and has held it in 11 quarters since.
Cetera Trust Company's Clearfield position peaked at $184K in Q2 2025.
126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.