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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return