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Essential Partners’s Clearfield CLFD Stock Holding History

Essential Partners’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
Q3 		$93 Buy
+3
New +$91 ﹤0.01% 2702

Other funds holding CLFD

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's CLFD Position: Q3 2026 in Review

Essential Partners opened a new position in Clearfield (CLFD) in Q3 2026: 3 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #2702 among its holdings.

10 funds tracked by Wall St. Rank hold CLFD as of Q3 2026.

  • Essential Partners held 3 shares of Clearfield worth $93 as of Q3 2026.
  • Clearfield was a new Essential Partners position in Q3 2026.
  • Clearfield made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2702 holding.
  • 10 funds tracked by Wall St. Rank held Clearfield as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.