Concurrent Investment Advisors’s Cleveland-Cliffs CLF Stock Holding History

Concurrent Investment Advisors’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 Q2	$141K	Buy	+15,027	New	+$165K	﹤0.01%	1998
2025 Q4	–	Sell	-28,186	Closed	-$344K	–	1799
2025 Q3	$344K	Sell	28,186 -1,080	-4%	-$11.4K	0.01%	1095
2025 Q2	$222K	Buy	+29,266	New	+$218K	﹤0.01%	1222
2024 Q4	–	Sell	-16,230	Closed	-$207K	–	1142
2024 Q3	$207K	Buy	16,230 +2,735	+20%	+$37.1K	0.01%	933
2024 Q2	$208K	Buy	+13,495	New	+$242K	0.01%	866

Other funds holding CLF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Concurrent Investment Advisors's CLF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Cleveland-Cliffs (CLF) in Q2 2026: 15,027 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in CLF as recently as Q3 2025.

Concurrent Investment Advisors first reported a position in CLF in Q2 2024 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 176 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

Concurrent Investment Advisors held 15,027 shares of Cleveland-Cliffs worth $141K as of Q2 2026.
Cleveland-Cliffs was a new Concurrent Investment Advisors position in Q2 2026.
Cleveland-Cliffs made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1998 holding.
Concurrent Investment Advisors first reported a position in Cleveland-Cliffs in Q2 2024 and has held it in 5 quarters since.
Concurrent Investment Advisors's Cleveland-Cliffs position peaked at $344K in Q3 2025.
176 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.