High Note Wealth’s Clearfield CLFD Stock Holding History

High Note Wealth’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	$328K	Hold	12,375	–	–	0.06%	94
2025 Q4	$361K	Hold	12,375	–	–	0.07%	87
2025 Q3	$425K	Hold	12,375	–	–	0.09%	84
2025 Q2	$537K	Hold	12,375	–	–	0.12%	78
2025 Q1	$368K	Hold	12,375	–	–	0.09%	77
2024 Q4	$384K	Hold	12,375	–	–	0.1%	78
2024 Q3	$482K	Hold	12,375	–	–	0.14%	70
2024 Q2	$477K	Hold	12,375	–	–	0.15%	69
2024 Q1	$382K	Hold	12,375	–	–	0.12%	75
2023 Q4	$360K	Hold	12,375	–	–	0.14%	72
2023 Q3	$355K	Hold	12,375	–	–	0.15%	73
2023 Q2	$586K	Hold	12,375	–	–	0.24%	60
2023 Q1	$576K	Hold	12,375	–	–	0.24%	60
2022 Q4	$1.16M	Buy	+12,375	New	+$1.3M	0.49%	45

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAM

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

MPI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Note Wealth's CLFD Position: Q1 2026 in Review

High Note Wealth held its Clearfield (CLFD) position steady in Q1 2026 at 12,375 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #94.

High Note Wealth first reported a position in CLFD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2022. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

High Note Wealth held 12,375 shares of Clearfield worth $328K as of Q1 2026.
High Note Wealth left its Clearfield share count unchanged in Q1 2026.
Clearfield made up 0.06% of High Note Wealth's portfolio in Q1 2026, its #94 holding.
High Note Wealth first reported a position in Clearfield in Q4 2022 and has held it in 14 quarters since.
High Note Wealth's Clearfield position peaked at $1.16M in Q4 2022.
126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.