PACK Private Wealth’s Clearfield CLFD Stock Holding History

PACK Private Wealth’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	–	Sell	-7,500	Closed	-$219K	–	59
2025 Q4	$219K	Hold	7,500	–	–	0.1%	52
2025 Q3	$258K	Hold	7,500	–	–	0.12%	43
2025 Q2	$326K	Hold	7,500	–	–	0.17%	32
2025 Q1	$223K	Hold	7,500	–	–	0.13%	36
2024 Q4	$233K	Hold	7,500	–	–	0.14%	37
2024 Q3	$292K	Hold	7,500	–	–	0.17%	34
2024 Q2	$289K	Hold	7,500	–	–	0.18%	33
2024 Q1	$231K	Buy	+7,500	New	+$215K	0.15%	37
2023 Q4	–	Sell	-7,489	Closed	-$216K	–	38
2023 Q3	$216K	Hold	7,489	–	–	0.16%	34
2023 Q2	$355K	Hold	7,489	–	–	0.26%	25
2023 Q1	$349K	Hold	7,489	–	–	0.28%	21
2022 Q4	$705K	Hold	7,489	–	–	0.6%	17
2022 Q3	$784K	Hold	7,489	–	–	0.74%	16
2022 Q2	$464K	Hold	7,489	–	–	0.42%	20
2022 Q1	$488K	Buy	7,489 +4,089	+120%	+$257K	0.4%	20
2021 Q4	$287K	Buy	+3,400	New	+$213K	0.23%	34

Other funds holding CLFD

BlackRock New York $5.72T 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PACK Private Wealth's CLFD Position: Q1 2026 in Review

PACK Private Wealth sold out of Clearfield (CLFD) in Q1 2026, closing a stake of 7,500 shares — an estimated $219K sold.

PACK Private Wealth first reported a position in CLFD in Q4 2021 and held it in 16 quarters. The position peaked at $784K in Q3 2022. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

PACK Private Wealth reported no remaining Clearfield position as of Q1 2026 after selling out during the quarter.
PACK Private Wealth sold 7,500 Clearfield shares in Q1 2026, an estimated $219K.
PACK Private Wealth first reported a position in Clearfield in Q4 2021 and held it in 16 quarters.
PACK Private Wealth's Clearfield position peaked at $784K in Q3 2022.
126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.