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Lodestone Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Lodestone Wealth Management’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 		$1.21K Buy
110
+100
+1,000% +$1.14K ﹤0.01% 742
2026
Q2 		$94 Hold
10
– – ﹤0.01% 769
2026
Q1 		$85 Hold
10
– – ﹤0.01% 772
2025
Q4 		$133 Buy
+10
New +$126 ﹤0.01% 786

Other funds holding CLF

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lodestone Wealth Management's CLF Position: Q3 2026 in Review

Lodestone Wealth Management increased its Cleveland-Cliffs (CLF) stake by 1,000% in Q3 2026, buying an estimated $1.14K and bringing the position to 110 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Lodestone Wealth Management first reported a position in CLF in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Lodestone Wealth Management held 110 shares of Cleveland-Cliffs worth $1.21K as of Q3 2026.
  • Lodestone Wealth Management bought 100 Cleveland-Cliffs shares in Q3 2026, an estimated $1.14K.
  • Cleveland-Cliffs made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #742 holding.
  • Lodestone Wealth Management first reported a position in Cleveland-Cliffs in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.