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Kerr Financial Planning’s CleanSpark CLSK Stock Holding History

Kerr Financial Planning’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568 Sell
39
-8
-17% -$113 ﹤0.01% 496
2026
Q1 		$543 Buy
47
+18
+62% +$193 ﹤0.01% 484
2025
Q4 		$251 Sell
29
-2
-6% -$30 ﹤0.01% 484
2025
Q3 		$332 Buy
+31
New +$350 ﹤0.01% 537

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Kerr Financial Planning's CLSK Position: Q2 2026 in Review

Kerr Financial Planning reduced its CleanSpark (CLSK) stake by 17% in Q2 2026, selling an estimated $113 and leaving 39 shares worth $568. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Kerr Financial Planning first reported a position in CLSK in Q3 2025 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold CLSK as of Q2 2026.

  • Kerr Financial Planning held 39 shares of CleanSpark worth $568 as of Q2 2026.
  • Kerr Financial Planning sold 8 CleanSpark shares in Q2 2026, an estimated $113.
  • CleanSpark made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #496 holding.
  • Kerr Financial Planning first reported a position in CleanSpark in Q3 2025 and has held it in 4 quarters since.
  • 409 funds tracked by Wall St. Rank held CleanSpark as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.