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Legacy Financial Advisors’s CleanSpark CLSK Stock Holding History

Legacy Financial Advisors’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 		$396K Sell
27,233
-9,989
-27% -$141K 0.05% 287
2026
Q1 		$317K Sell
37,222
-25,385
-41% -$271K 0.04% 312
2025
Q4 		$634K Hold
62,607
– – 0.09% 190
2025
Q3 		$908K Sell
62,607
-67
-0.1% -$756 0.13% 140
2025
Q2 		$691K Hold
62,674
– – 0.11% 167
2025
Q1 		$421K Hold
62,674
– – 0.07% 222
2024
Q4 		$577K Buy
+62,674
New +$758K 0.1% 177

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

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

Legacy Financial Advisors reduced its CleanSpark (CLSK) stake by 27% in Q2 2026, selling an estimated $141K and leaving 27,233 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #287.

Legacy Financial Advisors first reported a position in CLSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $908K in Q3 2025. 411 funds tracked by Wall St. Rank hold CLSK as of Q2 2026.

  • Legacy Financial Advisors held 27,233 shares of CleanSpark worth $396K as of Q2 2026.
  • Legacy Financial Advisors sold 9,989 CleanSpark shares in Q2 2026, an estimated $141K.
  • CleanSpark made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #287 holding.
  • Legacy Financial Advisors first reported a position in CleanSpark in Q4 2024 and has held it in 7 quarters since.
  • Legacy Financial Advisors's CleanSpark position peaked at $908K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held CleanSpark as of Q2 2026.

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