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
Q2 		$332K Sell
8,347
-5,455
-40% -$200K ﹤0.01% 3499
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

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Creative Planning's CLFD Position: Q2 2026 in Review

Creative Planning reduced its Clearfield (CLFD) stake by 40% in Q2 2026, selling an estimated $200K and leaving 8,347 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Creative Planning first reported a position in CLFD in Q2 2016 and has held it in 18 quarters since. The position peaked at $8.01M in Q4 2022. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Creative Planning held 8,347 shares of Clearfield worth $332K as of Q2 2026.
  • Creative Planning sold 5,455 Clearfield shares in Q2 2026, an estimated $200K.
  • Clearfield made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3499 holding.
  • Creative Planning first reported a position in Clearfield in Q2 2016 and has held it in 18 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 Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.