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Marshall Financial Group (Maryland)’s Cleveland-Cliffs CLF Stock Holding History

Marshall Financial Group (Maryland)’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 		$941K Buy
100,223
+17,662
+21% +$194K 0.14% 146
2026
Q1 		$698K Buy
82,561
+4,369
+6% +$50K 0.11% 171
2025
Q4 		$1.04M Buy
+78,192
New +$987K 0.2% 112

Other funds holding CLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CLF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Cleveland-Cliffs (CLF) stake by 21% in Q2 2026, buying an estimated $194K and bringing the position to 100,223 shares worth $941K. The position accounts for 0.14% of the portfolio, ranked #146.

Marshall Financial Group (Maryland) first reported a position in CLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 283 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Marshall Financial Group (Maryland) held 100,223 shares of Cleveland-Cliffs worth $941K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 17,662 Cleveland-Cliffs shares in Q2 2026, an estimated $194K.
  • Cleveland-Cliffs made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #146 holding.
  • Marshall Financial Group (Maryland) first reported a position in Cleveland-Cliffs in Q4 2025 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s Cleveland-Cliffs position peaked at $1.04M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.