LPL Financial
CLFD icon

LPL Financial’s Clearfield CLFD Stock Holding History

LPL Financial’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 		$388K Buy
9,758
+2,168
+29% +$79.5K ﹤0.01% 5250
2026
Q1 		$201K Sell
7,590
-127
-2% -$3.87K ﹤0.01% 5493
2025
Q4 		$225K Sell
7,717
-4,500
-37% -$145K ﹤0.01% 5376
2025
Q3 		$420K Sell
12,217
-511
-4% -$19K ﹤0.01% 4772
2025
Q2 		$553K Buy
12,728
+1,651
+15% +$56.6K ﹤0.01% 4291
2025
Q1 		$329K Buy
+11,077
New +$370K ﹤0.01% 4510
2023
Q3 		– Sell
-5,006
Closed -$237K – 4709
2023
Q2 		$237K Sell
5,006
-11,260
-69% -$481K ﹤0.01% 4030
2023
Q1 		$758K Buy
16,266
+242
+2% +$15.6K ﹤0.01% 2980
2022
Q4 		$1.51M Buy
16,024
+2,170
+16% +$229K ﹤0.01% 2306
2022
Q3 		$1.45M Buy
13,854
+5,702
+70% +$555K ﹤0.01% 2231
2022
Q2 		$505K Sell
8,152
-2,027
-20% -$119K ﹤0.01% 3192
2022
Q1 		$664K Sell
10,179
-440
-4% -$27.6K ﹤0.01% 2961
2021
Q4 		$896K Sell
10,619
-5,939
-36% -$373K ﹤0.01% 2751
2021
Q3 		$731K Buy
16,558
+1,020
+7% +$42.9K ﹤0.01% 2870
2021
Q2 		$582K Buy
15,538
+1,130
+8% +$40.1K ﹤0.01% 3026
2021
Q1 		$434K Sell
14,408
-1,037
-7% -$32.9K ﹤0.01% 3143
2020
Q4 		$382K Sell
15,445
-3,616
-19% -$84.6K ﹤0.01% 3002
2020
Q3 		$384K Buy
+19,061
New +$341K ﹤0.01% 2698

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

LPL Financial's CLFD Position: Q2 2026 in Review

LPL Financial increased its Clearfield (CLFD) stake by 29% in Q2 2026, buying an estimated $79.5K and bringing the position to 9,758 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #5250.

LPL Financial first reported a position in CLFD in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.51M in Q4 2022. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • LPL Financial held 9,758 shares of Clearfield worth $388K as of Q2 2026.
  • LPL Financial bought 2,168 Clearfield shares in Q2 2026, an estimated $79.5K.
  • Clearfield made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5250 holding.
  • LPL Financial first reported a position in Clearfield in Q3 2020 and has held it in 18 quarters since.
  • LPL Financial's Clearfield position peaked at $1.51M in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.