IWC
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Integrated Wealth Concepts’s Clearfield CLFD Stock Holding History

Integrated Wealth Concepts’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 		$517 Buy
+13
New +$477 ﹤0.01% 5641

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Integrated Wealth Concepts's CLFD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Clearfield (CLFD) in Q2 2026: 13 shares worth $517. The stake represents ﹤0.01% of the portfolio and ranks #5641 among its holdings.

126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Integrated Wealth Concepts held 13 shares of Clearfield worth $517 as of Q2 2026.
  • Clearfield was a new Integrated Wealth Concepts position in Q2 2026.
  • Clearfield made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5641 holding.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.