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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
2024
Q4 		– Sell
-100
Closed -$1.28K – 1141
2024
Q3 		$1.28K Hold
100
– – ﹤0.01% 1091
2024
Q2 		$1.54K Buy
+100
New +$1.79K ﹤0.01% 987

Other funds holding CLF

Assenagon Asset Management
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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.