JFS Wealth Advisors
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JFS Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

JFS Wealth Advisors’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 		$4.6K Buy
418
+36
+9% +$409 ﹤0.01% 1265
2026
Q2 		$3.59K Buy
382
+102
+36% +$1.12K ﹤0.01% 1409
2026
Q1 		$2.37K Sell
280
-140
-33% -$1.6K ﹤0.01% 1459
2025
Q4 		$5.58K Buy
420
+167
+66% +$2.11K ﹤0.01% 1191
2025
Q3 		$3.09K Buy
253
+149
+143% +$1.57K ﹤0.01% 1309
2025
Q2 		$791 Hold
104
– – ﹤0.01% 1621
2025
Q1 		$855 Sell
104
-15
-13% -$152 ﹤0.01% 1674
2024
Q4 		$1.12K Sell
119
-63
-35% -$759 ﹤0.01% 1654
2024
Q3 		$2.32K Sell
182
-253
-58% -$3.44K ﹤0.01% 1420
2024
Q2 		$6.7K Sell
435
-273
-39% -$4.89K ﹤0.01% 940
2024
Q1 		$16.1K Buy
708
+273
+63% +$5.41K ﹤0.01% 676
2023
Q4 		$8.88K Sell
435
-13
-3% -$223 ﹤0.01% 811
2023
Q3 		$7K Buy
448
+112
+33% +$1.75K ﹤0.01% 855
2023
Q2 		$5.63K Sell
336
-29
-8% -$460 ﹤0.01% 948
2023
Q1 		$6.69K Buy
365
+66
+22% +$1.31K ﹤0.01% 881
2022
Q4 		$4.82K Buy
299
+150
+101% +$2.26K ﹤0.01% 1005
2022
Q3 		$2K Sell
149
-95
-39% -$1.58K ﹤0.01% 1293
2022
Q2 		$4K Sell
244
-19
-7% -$454 ﹤0.01% 1052
2022
Q1 		$8K Buy
263
+120
+84% +$2.74K ﹤0.01% 853
2021
Q4 		$3K Buy
143
+39
+38% +$840 ﹤0.01% 922
2021
Q3 		$2K Hold
104
– – ﹤0.01% 772
2021
Q2 		$2K Hold
104
– – ﹤0.01% 546
2021
Q1 		$2K Hold
104
– – ﹤0.01% 538
2020
Q4 		$2K Hold
104
– – ﹤0.01% 526
2020
Q3 		$1K Hold
104
– – ﹤0.01% 530
2020
Q2 		$1K Hold
104
– – ﹤0.01% 506
2020
Q1 		$0 Buy
+104
New +$654 ﹤0.01% 505
2013
Q4 		– Sell
-17,122
Closed -$351K – 131
2013
Q3 		$351K Buy
+17,122
New +$352K 0.16% 87

Other funds holding CLF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

JFS Wealth Advisors's CLF Position: Q3 2026 in Review

JFS Wealth Advisors increased its Cleveland-Cliffs (CLF) stake by 9.4% in Q3 2026, buying an estimated $409 and bringing the position to 418 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

JFS Wealth Advisors first reported a position in CLF in Q3 2013 and has held it in 28 quarters since. The position peaked at $351K in Q3 2013. 248 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • JFS Wealth Advisors held 418 shares of Cleveland-Cliffs worth $4.6K as of Q3 2026.
  • JFS Wealth Advisors bought 36 Cleveland-Cliffs shares in Q3 2026, an estimated $409.
  • Cleveland-Cliffs made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1265 holding.
  • JFS Wealth Advisors first reported a position in Cleveland-Cliffs in Q3 2013 and has held it in 28 quarters since.
  • JFS Wealth Advisors's Cleveland-Cliffs position peaked at $351K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.