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Collaborative Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Collaborative 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
Q1 		$379K Hold
44,905
– – 0.17% 94
2025
Q4 		$596K Buy
44,905
+30
+0.1% +$379 0.21% 97
2025
Q3 		$547K Hold
44,875
– – 0.22% 87
2025
Q2 		$341K Buy
44,875
+14,580
+48% +$108K 0.15% 127
2025
Q1 		$249K Buy
30,295
+325
+1% +$3.3K 0.12% 143
2024
Q4 		$282K Buy
+29,970
New +$361K 0.13% 137

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Collaborative Wealth Management's CLF Position: Q1 2026 in Review

Collaborative Wealth Management held its Cleveland-Cliffs (CLF) position steady in Q1 2026 at 44,905 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #94.

Collaborative Wealth Management first reported a position in CLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $596K in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • Collaborative Wealth Management held 44,905 shares of Cleveland-Cliffs worth $379K as of Q1 2026.
  • Collaborative Wealth Management left its Cleveland-Cliffs share count unchanged in Q1 2026.
  • Cleveland-Cliffs made up 0.17% of Collaborative Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Collaborative Wealth Management first reported a position in Cleveland-Cliffs in Q4 2024 and has held it in 6 quarters since.
  • Collaborative Wealth Management's Cleveland-Cliffs position peaked at $596K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.