EverSource Wealth Advisors’s Clearfield CLFD Stock Holding History

EverSource Wealth Advisors’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 Q2	$160	Buy	4 +1	+33%	+$37	﹤0.01%	4268
2026 Q1	$79	Buy	+3	New	+$91	﹤0.01%	4290
2025 Q3	–	Sell	-10	Closed	-$434	–	4351
2025 Q2	$434	Sell	10 -1	-9%	-$34	﹤0.01%	3928
2025 Q1	$327	Hold	11	–	–	﹤0.01%	3583
2024 Q4	$341	Sell	11 -129	-92%	-$4.33K	﹤0.01%	3308
2024 Q3	$5.45K	Hold	140	–	–	﹤0.01%	2195
2024 Q2	$6.08K	Hold	140	–	–	﹤0.01%	2137
2024 Q1	$4.22K	Buy	140 +109	+352%	+$3.12K	﹤0.01%	2125
2023 Q4	$901	Buy	+31	New	+$826	﹤0.01%	2425

Other funds holding CLFD

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Clearfield (CLFD) stake by 33% in Q2 2026, buying an estimated $37 and bringing the position to 4 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #4268.

EverSource Wealth Advisors first reported a position in CLFD in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.08K in Q2 2024. 22 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

EverSource Wealth Advisors held 4 shares of Clearfield worth $160 as of Q2 2026.
EverSource Wealth Advisors bought 1 Clearfield share in Q2 2026, an estimated $37.
Clearfield made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4268 holding.
EverSource Wealth Advisors first reported a position in Clearfield in Q4 2023 and has held it in 9 quarters since.
EverSource Wealth Advisors's Clearfield position peaked at $6.08K in Q2 2024.
22 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

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