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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
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

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State Street
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SPC
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 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

Lodestone Wealth Management's CLF Position: Q2 2026 in Review

Lodestone Wealth Management held its Cleveland-Cliffs (CLF) position steady in Q2 2026 at 10 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Lodestone Wealth Management first reported a position in CLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $133 in Q4 2025. 579 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Lodestone Wealth Management held 10 shares of Cleveland-Cliffs worth $94 as of Q2 2026.
  • Lodestone Wealth Management left its Cleveland-Cliffs share count unchanged in Q2 2026.
  • Cleveland-Cliffs made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #769 holding.
  • Lodestone Wealth Management first reported a position in Cleveland-Cliffs in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Cleveland-Cliffs position peaked at $133 in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.