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Evelyn Partners Investment Management Services’s Clearfield CLFD Stock Holding History

Evelyn Partners Investment Management Services’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 		$5.13K Hold
194
– – ﹤0.01% 265
2025
Q4 		$5.66K Hold
194
– – ﹤0.01% 246
2025
Q3 		$6.67K Hold
194
– – ﹤0.01% 247
2025
Q2 		$8.42K Hold
194
– – ﹤0.01% 227
2025
Q1 		$5.77K Hold
194
– – ﹤0.01% 240
2024
Q4 		$6.01K Buy
+194
New +$6.52K ﹤0.01% 245

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

Evelyn Partners Investment Management Services's CLFD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Clearfield (CLFD) position steady in Q1 2026 at 194 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Evelyn Partners Investment Management Services first reported a position in CLFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.42K in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

  • Evelyn Partners Investment Management Services held 194 shares of Clearfield worth $5.13K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Clearfield share count unchanged in Q1 2026.
  • Clearfield made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #265 holding.
  • Evelyn Partners Investment Management Services first reported a position in Clearfield in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Clearfield position peaked at $8.42K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.