Cherry Tree Wealth Management
CLF icon

Cherry Tree Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Cherry Tree Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.8K Hold
1,250
– – ﹤0.01% 399
2026
Q2 		$11.7K Hold
1,250
– – ﹤0.01% 426
2026
Q1 		$10.6K Hold
1,250
– – ﹤0.01% 419
2025
Q4 		$16.6K Buy
+1,250
New +$15.8K ﹤0.01% 372

Other funds holding CLF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Collar Capital Management
Collar Capital Management Appleton, Wisconsin $167M AUM 63.64% 1-Year Est. Return

Cherry Tree Wealth Management's CLF Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Cleveland-Cliffs (CLF) position steady in Q3 2026 at 1,250 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Cherry Tree Wealth Management first reported a position in CLF in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.6K in Q4 2025. 150 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Cherry Tree Wealth Management held 1,250 shares of Cleveland-Cliffs worth $13.8K as of Q3 2026.
  • Cherry Tree Wealth Management left its Cleveland-Cliffs share count unchanged in Q3 2026.
  • Cleveland-Cliffs made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #399 holding.
  • Cherry Tree Wealth Management first reported a position in Cleveland-Cliffs in Q4 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's Cleveland-Cliffs position peaked at $16.6K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.