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Evermay Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Evermay Wealth Management’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 		$2.54K Buy
+271
New +$2.98K ﹤0.01% 585
2026
Q1 		– Sell
-19
Closed -$253 – 602
2025
Q4 		$253 Hold
19
– – ﹤0.01% 553
2025
Q3 		$232 Hold
19
– – ﹤0.01% 535
2025
Q2 		$145 Buy
+19
New +$141 ﹤0.01% 555
2021
Q3 		– Sell
-1,599
Closed -$34K – 468
2021
Q2 		$34K Buy
+1,599
New +$31.5K 0.01% 323

Other funds holding CLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 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

Evermay Wealth Management's CLF Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Cleveland-Cliffs (CLF) in Q2 2026: 271 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in CLF as recently as Q4 2025.

Evermay Wealth Management first reported a position in CLF in Q2 2021 and has held it in 5 quarters since. The position peaked at $34K in Q2 2021. 583 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Evermay Wealth Management held 271 shares of Cleveland-Cliffs worth $2.54K as of Q2 2026.
  • Cleveland-Cliffs was a new Evermay Wealth Management position in Q2 2026.
  • Cleveland-Cliffs made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Evermay Wealth Management first reported a position in Cleveland-Cliffs in Q2 2021 and has held it in 5 quarters since.
  • Evermay Wealth Management's Cleveland-Cliffs position peaked at $34K in Q2 2021.
  • 583 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.