Farther Finance Advisors’s Clearfield CLFD Stock Holding History

Farther Finance 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 Q1	$963	Sell	37 -9	-20%	-$274	﹤0.01%	5120
2025 Q4	$1.34K	Buy	46 +10	+28%	+$321	﹤0.01%	4827
2025 Q3	$1.24K	Hold	36	–	–	﹤0.01%	4307
2025 Q2	$1.56K	Hold	36	–	–	﹤0.01%	3777
2025 Q1	$1.05K	Hold	36	–	–	﹤0.01%	3598
2024 Q4	$1.12K	Hold	36	–	–	﹤0.01%	3213
2024 Q3	$1.4K	Hold	36	–	–	﹤0.01%	3129
2024 Q2	$1.3K	Hold	36	–	–	﹤0.01%	2970
2024 Q1	$1.1K	Hold	36	–	–	﹤0.01%	2739
2023 Q4	$1.05K	Hold	36	–	–	﹤0.01%	2707
2023 Q3	$1.03K	Hold	36	–	–	﹤0.01%	2072
2023 Q2	$1.71K	Hold	36	–	–	﹤0.01%	1810
2023 Q1	$1.68K	Hold	36	–	–	﹤0.01%	1702
2022 Q4	$3.39K	Buy	+36	New	+$3.79K	﹤0.01%	1289

Other funds holding CLFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return