Kaizen Financial Strategies’s Cleveland-Cliffs CLF Stock Holding History

Kaizen Financial Strategies’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 Q2	$98.6K	Sell	10,471 -3,000	-22%	-$33K	0.03%	176
2026 Q1	$131K	Buy	13,471 +949	+8%	+$10.9K	0.06%	170
2025 Q4	$166K	Buy	+12,522	New	+$158K	0.07%	162
2025 Q3	–	Sell	-11,571	Closed	-$87.9K	–	156
2025 Q2	$87.9K	Buy	+11,571	New	+$86K	0.04%	149
2025 Q1	–	Sell	-15,000	Closed	-$141K	–	141
2024 Q4	$141K	Buy	+15,000	New	+$181K	0.08%	130

Other funds holding CLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Kaizen Financial Strategies's CLF Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Cleveland-Cliffs (CLF) stake by 22% in Q2 2026, selling an estimated $33K and leaving 10,471 shares worth $98.6K. The position accounts for 0.03% of the portfolio, ranked #176.

Kaizen Financial Strategies first reported a position in CLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $166K in Q4 2025. 332 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

Kaizen Financial Strategies held 10,471 shares of Cleveland-Cliffs worth $98.6K as of Q2 2026.
Kaizen Financial Strategies sold 3,000 Cleveland-Cliffs shares in Q2 2026, an estimated $33K.
Cleveland-Cliffs made up 0.03% of Kaizen Financial Strategies's portfolio in Q2 2026, its #176 holding.
Kaizen Financial Strategies first reported a position in Cleveland-Cliffs in Q4 2024 and has held it in 5 quarters since.
Kaizen Financial Strategies's Cleveland-Cliffs position peaked at $166K in Q4 2025.
332 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.