FFM
CLSK icon

Forum Financial Management’s CleanSpark CLSK Stock Holding History

Forum Financial Management’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,405
Closed -$105K – 464
2025
Q4 		$105K Buy
10,405
+17
+0.2% +$255 ﹤0.01% 994
2025
Q3 		$151K Buy
+10,388
New +$117K ﹤0.01% 985

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's CLSK Position: Q1 2026 in Review

Forum Financial Management sold out of CleanSpark (CLSK) in Q1 2026, closing a stake of 10,405 shares — an estimated $105K sold.

Forum Financial Management first reported a position in CLSK in Q3 2025 and held it in 2 quarters. The position peaked at $151K in Q3 2025. 353 funds tracked by Wall St. Rank hold CLSK as of Q1 2026.

  • Forum Financial Management reported no remaining CleanSpark position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,405 CleanSpark shares in Q1 2026, an estimated $105K.
  • Forum Financial Management first reported a position in CleanSpark in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's CleanSpark position peaked at $151K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held CleanSpark as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.