Legacy Advisors
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Legacy Advisors’s Cleveland-Cliffs CLF Stock Holding History

Legacy 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
Q3 		$118K Buy
10,702
+35
+0.3% +$397 0.01% 310
2026
Q2 		$100K Buy
+10,667
New +$117K 0.01% 328
2020
Q1 		– Sell
-20,975
Closed -$176K – 101
2019
Q4 		$176K Buy
+20,975
New +$161K 0.11% 130

Other funds holding CLF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Legacy Advisors's CLF Position: Q3 2026 in Review

Legacy Advisors increased its Cleveland-Cliffs (CLF) stake by 0.33% in Q3 2026, buying an estimated $397 and bringing the position to 10,702 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #310.

Legacy Advisors first reported a position in CLF in Q4 2019 and has held it in 3 quarters since. The position peaked at $176K in Q4 2019. 278 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Legacy Advisors held 10,702 shares of Cleveland-Cliffs worth $118K as of Q3 2026.
  • Legacy Advisors bought 35 Cleveland-Cliffs shares in Q3 2026, an estimated $397.
  • Cleveland-Cliffs made up 0.01% of Legacy Advisors's portfolio in Q3 2026, its #310 holding.
  • Legacy Advisors first reported a position in Cleveland-Cliffs in Q4 2019 and has held it in 3 quarters since.
  • Legacy Advisors's Cleveland-Cliffs position peaked at $176K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.