Larson Financial Group’s Clearfield CLFD Stock Holding History

Larson Financial Group’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$979	Hold	37	–	–	﹤0.01%	3162
2025 Q4	$1.08K	Sell	37 -2	-5%	-$64	﹤0.01%	2936
2025 Q3	$1.34K	Hold	39	–	–	﹤0.01%	2833
2025 Q2	$1.69K	Buy	39 +2	+5%	+$69	﹤0.01%	2473
2025 Q1	$1.1K	Sell	37 -325	-90%	-$10.9K	﹤0.01%	2361
2024 Q4	$11.2K	Buy	362 +334	+1,193%	+$11.2K	﹤0.01%	1441
2024 Q3	$1.09K	Hold	28	–	–	﹤0.01%	1968
2024 Q2	$1.08K	Hold	28	–	–	﹤0.01%	1695
2024 Q1	$864	Hold	28	–	–	﹤0.01%	1478
2023 Q4	$814	Hold	28	–	–	﹤0.01%	1501
2023 Q3	$802	Hold	28	–	–	﹤0.01%	1523
2023 Q2	$1.33K	Hold	28	–	–	﹤0.01%	1333
2023 Q1	$1.3K	Hold	28	–	–	﹤0.01%	1311
2022 Q4	$2.64K	Hold	28	–	–	﹤0.01%	1149
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	1030
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	1017
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	904
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	935
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	817
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	758
2021 Q1	$1K	Buy	+28	New	+$888	﹤0.01%	754

Other funds holding CLFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return