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Cypress Wealth Services’s Cleveland-Cliffs CLF Stock Holding History

Cypress Wealth Services’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 		$145K Hold
15,487
– – 0.02% 415
2026
Q1 		$131K Hold
15,487
– – 0.02% 387
2025
Q4 		$206K Hold
15,487
– – 0.03% 373
2025
Q3 		$189K Hold
15,487
– – 0.03% 338
2025
Q2 		$118K Buy
+15,487
New +$115K 0.02% 310

Other funds holding CLF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MPAM
Murphy Pohlad Asset Management Eden Prairie, Minnesota $287M AUM 38.81% 1-Year Est. Return

Cypress Wealth Services's CLF Position: Q2 2026 in Review

Cypress Wealth Services held its Cleveland-Cliffs (CLF) position steady in Q2 2026 at 15,487 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #415.

Cypress Wealth Services first reported a position in CLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $206K in Q4 2025. 91 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Cypress Wealth Services held 15,487 shares of Cleveland-Cliffs worth $145K as of Q2 2026.
  • Cypress Wealth Services left its Cleveland-Cliffs share count unchanged in Q2 2026.
  • Cleveland-Cliffs made up 0.02% of Cypress Wealth Services's portfolio in Q2 2026, its #415 holding.
  • Cypress Wealth Services first reported a position in Cleveland-Cliffs in Q2 2025 and has held it in 5 quarters since.
  • Cypress Wealth Services's Cleveland-Cliffs position peaked at $206K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.