Kelleher Financial Advisors’s Cleveland-Cliffs CLF Stock Holding History

Kelleher Financial 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 Q2	$233K	Buy	24,828 +13,029	+110%	+$143K	0.03%	256
2026 Q1	$99.7K	Hold	11,799	–	–	0.03%	295
2025 Q4	$157K	Buy	+11,799	New	+$149K	0.04%	252
2025 Q3	–	Sell	-11,094	Closed	-$84.3K	–	646
2025 Q2	$84.3K	Hold	11,094	–	–	0.03%	137
2025 Q1	$91.2K	Buy	+11,094	New	+$113K	0.04%	125
2022 Q2	–	Sell	-11,470	Closed	-$369K	–	139
2022 Q1	$369K	Sell	11,470 -2,950	-20%	-$67.2K	0.2%	82
2021 Q4	$314K	Sell	14,420 -12,670	-47%	-$273K	0.17%	93
2021 Q3	$536K	Buy	27,090 +12,295	+83%	+$280K	0.24%	96
2021 Q2	$319K	Sell	14,795 -300	-2%	-$5.91K	0.18%	90
2021 Q1	$304K	Buy	+15,095	New	+$246K	0.2%	84
2020 Q3	–	Sell	-25,182	Closed	-$139K	–	107
2020 Q2	$139K	Buy	25,182 +282	+1%	+$1.37K	0.13%	95
2020 Q1	$98K	Buy	+24,900	New	+$157K	0.12%	87

Other funds holding CLF

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelleher Financial Advisors's CLF Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Cleveland-Cliffs (CLF) stake by 110% in Q2 2026, buying an estimated $143K and bringing the position to 24,828 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #256.

Kelleher Financial Advisors first reported a position in CLF in Q1 2020 and has held it in 12 quarters since. The position peaked at $536K in Q3 2021. 584 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

Kelleher Financial Advisors held 24,828 shares of Cleveland-Cliffs worth $233K as of Q2 2026.
Kelleher Financial Advisors bought 13,029 Cleveland-Cliffs shares in Q2 2026, an estimated $143K.
Cleveland-Cliffs made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #256 holding.
Kelleher Financial Advisors first reported a position in Cleveland-Cliffs in Q1 2020 and has held it in 12 quarters since.
Kelleher Financial Advisors's Cleveland-Cliffs position peaked at $536K in Q3 2021.
584 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.