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

Congress 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
2025
Q2 		$168K Buy
22,167
+7,127
+47% +$53K ﹤0.01% 1147
2025
Q1 		$124K Sell
15,040
-850
-5% -$8.64K ﹤0.01% 1048
2024
Q4 		$149K Sell
15,890
-29,655
-65% -$357K ﹤0.01% 865
2024
Q3 		$582K Buy
45,545
+16,390
+56% +$223K 0.01% 608
2024
Q2 		$449K Buy
+29,155
New +$522K 0.01% 549

Other funds holding CLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's CLF Position: Q2 2025 in Review

Congress Wealth Management increased its Cleveland-Cliffs (CLF) stake by 47% in Q2 2025, buying an estimated $53K and bringing the position to 22,167 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Congress Wealth Management first reported a position in CLF in Q2 2024 and has held it in 5 quarters since. The position peaked at $582K in Q3 2024. 558 funds tracked by Wall St. Rank hold CLF as of Q2 2025.

  • Congress Wealth Management held 22,167 shares of Cleveland-Cliffs worth $168K as of Q2 2025.
  • Congress Wealth Management bought 7,127 Cleveland-Cliffs shares in Q2 2025, an estimated $53K.
  • Cleveland-Cliffs made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1147 holding.
  • Congress Wealth Management first reported a position in Cleveland-Cliffs in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Cleveland-Cliffs position peaked at $582K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.