EverSource Wealth Advisors
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EverSource Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

EverSource Wealth Advisors’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 		$9.95K Sell
1,060
-347
-25% -$3.82K ﹤0.01% 2918
2026
Q1 		$11.9K Buy
1,407
+148
+12% +$1.69K ﹤0.01% 2825
2025
Q4 		$16.7K Buy
1,259
+274
+28% +$3.46K ﹤0.01% 2506
2025
Q3 		$12K Sell
985
-813
-45% -$8.55K ﹤0.01% 2714
2025
Q2 		$13.7K Sell
1,798
-3,478
-66% -$25.9K ﹤0.01% 2592
2025
Q1 		$43.4K Buy
5,276
+495
+10% +$5.03K ﹤0.01% 1298
2024
Q4 		$44.9K Buy
4,781
+164
+4% +$1.98K ﹤0.01% 1236
2024
Q3 		$59K Buy
4,617
+9
+0.2% +$122 ﹤0.01% 999
2024
Q2 		$70.7K Buy
4,608
+2,723
+144% +$48.8K ﹤0.01% 938
2024
Q1 		$31.9K Buy
1,885
+1,343
+248% +$26.6K ﹤0.01% 1168
2023
Q4 		$11.1K Buy
542
+159
+42% +$2.72K ﹤0.01% 1510
2023
Q3 		$5.99K Buy
383
+174
+83% +$2.72K ﹤0.01% 1634
2023
Q2 		$3.5K Sell
209
-192
-48% -$3.04K ﹤0.01% 1869
2023
Q1 		$7.35K Buy
401
+340
+557% +$6.73K ﹤0.01% 1500
2022
Q4 		$983 Sell
61
-905
-94% -$13.6K ﹤0.01% 2091
2022
Q3 		$13K Buy
966
+61
+7% +$1.01K ﹤0.01% 1036
2022
Q2 		$14K Hold
905
– – ﹤0.01% 924
2022
Q1 		$29K Hold
905
– – 0.01% 577
2021
Q4 		$20K Buy
+905
New +$19.5K 0.01% 675

Other funds holding CLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Slate Path Capital
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

EverSource Wealth Advisors's CLF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cleveland-Cliffs (CLF) stake by 25% in Q2 2026, selling an estimated $3.82K and leaving 1,060 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

EverSource Wealth Advisors first reported a position in CLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $70.7K in Q2 2024. 584 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • EverSource Wealth Advisors held 1,060 shares of Cleveland-Cliffs worth $9.95K as of Q2 2026.
  • EverSource Wealth Advisors sold 347 Cleveland-Cliffs shares in Q2 2026, an estimated $3.82K.
  • Cleveland-Cliffs made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2918 holding.
  • EverSource Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Cleveland-Cliffs position peaked at $70.7K in Q2 2024.
  • 584 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.