Creative Planning
CLFD icon

Creative Planning’s Clearfield CLFD Stock Holding History

Creative Planning’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Buy
13,802
+788
+6% +$24K ﹤0.01% 3269
2025
Q4 		$379K Buy
13,014
+807
+7% +$25.9K ﹤0.01% 3070
2025
Q3 		$420K Buy
12,207
+563
+5% +$21K ﹤0.01% 2866
2025
Q2 		$505K Buy
+11,644
New +$399K ﹤0.01% 2464
2025
Q1 		– Sell
-96,040
Closed -$2.98M – 3514
2024
Q4 		$2.98M Sell
96,040
-2,559
-3% -$86K ﹤0.01% 904
2024
Q3 		$3.84M Buy
98,599
+511
+0.5% +$19.9K ﹤0.01% 742
2024
Q2 		$3.78M Buy
98,088
+2,426
+3% +$84.3K ﹤0.01% 721
2024
Q1 		$2.95M Buy
95,662
+257
+0.3% +$7.36K ﹤0.01% 809
2023
Q4 		$2.77M Buy
95,405
+1,681
+2% +$44.8K 0.01% 780
2023
Q3 		$2.69M Sell
93,724
-192
-0.2% -$7.54K ﹤0.01% 731
2023
Q2 		$4.45M Buy
93,916
+8,882
+10% +$379K 0.01% 551
2023
Q1 		$3.96M Sell
85,034
-88
-0.1% -$5.67K 0.01% 564
2022
Q4 		$8.01M Buy
+85,122
New +$8.97M 0.01% 384
2021
Q2 		– Sell
-28,772
Closed -$867K – 2164
2021
Q1 		$867K Buy
28,772
+1,092
+4% +$34.6K ﹤0.01% 1112
2020
Q4 		$684K Buy
27,680
+12,680
+85% +$297K ﹤0.01% 1142
2020
Q3 		$303K Buy
+15,000
New +$269K ﹤0.01% 1419
2016
Q3 		– Sell
-442
Closed -$8K – 4580
2016
Q2 		$8K Buy
+442
New +$7.71K ﹤0.01% 3374

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's CLFD Position: Q1 2026 in Review

Creative Planning increased its Clearfield (CLFD) stake by 6.1% in Q1 2026, buying an estimated $24K and bringing the position to 13,802 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

Creative Planning first reported a position in CLFD in Q2 2016 and has held it in 17 quarters since. The position peaked at $8.01M in Q4 2022. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

  • Creative Planning held 13,802 shares of Clearfield worth $365K as of Q1 2026.
  • Creative Planning bought 788 Clearfield shares in Q1 2026, an estimated $24K.
  • Clearfield made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3269 holding.
  • Creative Planning first reported a position in Clearfield in Q2 2016 and has held it in 17 quarters since.
  • Creative Planning's Clearfield position peaked at $8.01M in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.