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Independent Financial Group’s Cleveland-Cliffs CLF Stock Holding History

Independent Financial Group’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
Q3 		$194K Sell
17,578
-1,198
-6% -$13.6K ﹤0.01% 1516
2026
Q2 		$176K Sell
18,776
-3,871
-17% -$42.6K ﹤0.01% 1487
2026
Q1 		$191K Sell
22,647
-100
-0.4% -$1.14K ﹤0.01% 1386
2025
Q4 		$302K Sell
22,747
-200
-0.9% -$2.52K 0.01% 1145
2025
Q3 		$280K Buy
22,947
+600
+3% +$6.31K 0.01% 1124
2025
Q2 		$170K Buy
+22,347
New +$166K ﹤0.01% 1243
2023
Q4 		– Sell
-10,070
Closed -$157K – 964
2023
Q3 		$157K Sell
10,070
-1,500
-13% -$23.4K 0.01% 852
2023
Q2 		$194K Sell
11,570
-500
-4% -$7.93K 0.01% 819
2023
Q1 		$221K Buy
12,070
+454
+4% +$8.99K 0.02% 735
2022
Q4 		$187K Sell
11,616
-250
-2% -$3.77K 0.02% 728
2022
Q3 		$160K Buy
+11,866
New +$197K 0.01% 685
2022
Q2 		– Sell
-13,266
Closed -$427K – 728
2022
Q1 		$427K Buy
+13,266
New +$302K 0.03% 477
2021
Q3 		– Sell
-15,744
Closed -$339K – 714
2021
Q2 		$339K Buy
+15,744
New +$310K 0.04% 494

Other funds holding CLF

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's CLF Position: Q3 2026 in Review

Independent Financial Group reduced its Cleveland-Cliffs (CLF) stake by 6.4% in Q3 2026, selling an estimated $13.6K and leaving 17,578 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Independent Financial Group first reported a position in CLF in Q2 2021 and has held it in 13 quarters since. The position peaked at $427K in Q1 2022. 35 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Independent Financial Group held 17,578 shares of Cleveland-Cliffs worth $194K as of Q3 2026.
  • Independent Financial Group sold 1,198 Cleveland-Cliffs shares in Q3 2026, an estimated $13.6K.
  • Cleveland-Cliffs made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1516 holding.
  • Independent Financial Group first reported a position in Cleveland-Cliffs in Q2 2021 and has held it in 13 quarters since.
  • Independent Financial Group's Cleveland-Cliffs position peaked at $427K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.