Lodestone Wealth Management’s Clearfield CLFD Stock Holding History

Lodestone Wealth Management’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1K	Buy	+354	New	+$13K	0.01%	467

Other funds holding CLFD

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Lodestone Wealth Management opened a new position in Clearfield (CLFD) in Q2 2026: 354 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

17 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

Lodestone Wealth Management held 354 shares of Clearfield worth $14.1K as of Q2 2026.
Clearfield was a new Lodestone Wealth Management position in Q2 2026.
Clearfield made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #467 holding.
17 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

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