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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$427K Buy
45,510
+3,936
+9% +$43.3K 0.05% 267
2026
Q1
$351K Buy
41,574
+479
+1% +$5.48K 0.05% 296
2025
Q4
$546K Sell
41,095
-110
-0.3% -$1.39K 0.08% 207
2025
Q3
$503K Buy
41,205
+132
+0.3% +$1.39K 0.07% 233
2025
Q2
$312K Buy
41,073
+10,708
+35% +$79.6K 0.05% 267
2025
Q1
$250K Buy
+30,365
New +$309K 0.04% 305
2019
Q1
Sell
-604
Closed -$5K 1070
2018
Q4
$5K Buy
604
+121
+25% +$1.21K ﹤0.01% 721
2018
Q3
$6K Sell
483
-286
-37% -$2.94K ﹤0.01% 638
2018
Q2
$6K Buy
+769
New +$6.12K ﹤0.01% 645

Other funds holding CLF

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

Legacy Financial Advisors increased its Cleveland-Cliffs (CLF) stake by 9.5% in Q2 2026, buying an estimated $43.3K and bringing the position to 45,510 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #267.

Legacy Financial Advisors first reported a position in CLF in Q2 2018 and has held it in 9 quarters since. The position peaked at $546K in Q4 2025. 584 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Legacy Financial Advisors held 45,510 shares of Cleveland-Cliffs worth $427K as of Q2 2026.
  • Legacy Financial Advisors bought 3,936 Cleveland-Cliffs shares in Q2 2026, an estimated $43.3K.
  • Cleveland-Cliffs made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #267 holding.
  • Legacy Financial Advisors first reported a position in Cleveland-Cliffs in Q2 2018 and has held it in 9 quarters since.
  • Legacy Financial Advisors's Cleveland-Cliffs position peaked at $546K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.