Concord Wealth Partners’s Cleveland-Cliffs CLF Stock Holding History

Concord Wealth Partners’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	$85.1K	Hold	10,068	–	–	0.01%	207
2025 Q4	$134K	Hold	10,068	–	–	0.02%	228
2025 Q3	$123K	Hold	10,068	–	–	0.02%	235
2025 Q2	$76.5K	Sell	10,068 -2,932	-23%	-$21.8K	0.01%	291
2025 Q1	$107K	Hold	13,000	–	–	0.02%	239
2024 Q4	$122K	Buy	+13,000	New	+$157K	0.02%	235
2023 Q1	–	Sell	-58	Closed	-$934	–	1034
2022 Q4	$934	Buy	+58	New	+$874	﹤0.01%	1074
2021 Q1	–	Sell	-100	Closed	-$1K	–	1006
2020 Q4	$1K	Buy	+100	New	+$1.01K	﹤0.01%	604

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Concord Wealth Partners's CLF Position: Q1 2026 in Review

Concord Wealth Partners held its Cleveland-Cliffs (CLF) position steady in Q1 2026 at 10,068 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #207.

Concord Wealth Partners first reported a position in CLF in Q4 2020 and has held it in 8 quarters since. The position peaked at $134K in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Concord Wealth Partners held 10,068 shares of Cleveland-Cliffs worth $85.1K as of Q1 2026.
Concord Wealth Partners left its Cleveland-Cliffs share count unchanged in Q1 2026.
Cleveland-Cliffs made up 0.01% of Concord Wealth Partners's portfolio in Q1 2026, its #207 holding.
Concord Wealth Partners first reported a position in Cleveland-Cliffs in Q4 2020 and has held it in 8 quarters since.
Concord Wealth Partners's Cleveland-Cliffs position peaked at $134K in Q4 2025.
566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.