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 Q3	–	Sell	-10,471	Closed	-$98.6K	–	179
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Kaizen Financial Strategies's CLF Position: Q3 2026 in Review

Kaizen Financial Strategies sold out of Cleveland-Cliffs (CLF) in Q3 2026, closing a stake of 10,471 shares — an estimated $98.6K sold.

Kaizen Financial Strategies first reported a position in CLF in Q4 2024 and held it in 5 quarters. The position peaked at $166K in Q4 2025. 49 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

Kaizen Financial Strategies reported no remaining Cleveland-Cliffs position as of Q3 2026 after selling out during the quarter.
Kaizen Financial Strategies sold 10,471 Cleveland-Cliffs shares in Q3 2026, an estimated $98.6K.
Kaizen Financial Strategies first reported a position in Cleveland-Cliffs in Q4 2024 and held it in 5 quarters.
Kaizen Financial Strategies's Cleveland-Cliffs position peaked at $166K in Q4 2025.
49 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.