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Patriot Financial Group Insurance Agency’s Cleveland-Cliffs CLF Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-18,141
Closed -$138K – 502
2025
Q2 		$138K Sell
18,141
-2,355
-11% -$17.5K 0.02% 513
2025
Q1 		$168K Buy
20,496
+7,226
+54% +$73.4K 0.02% 466
2024
Q4 		$125K Buy
13,270
+1,313
+11% +$15.8K 0.02% 458
2024
Q3 		$153K Buy
+11,957
New +$162K 0.02% 477
2022
Q3 		– Sell
-4,021
Closed -$62K – 669
2022
Q2 		$62K Buy
4,021
+105
+3% +$2.51K 0.01% 663
2022
Q1 		$126K Sell
3,916
-11,655
-75% -$266K 0.02% 519
2021
Q4 		$339K Buy
15,571
+5,012
+47% +$108K 0.06% 321
2021
Q3 		$209K Buy
10,559
+4,120
+64% +$93.9K 0.04% 440
2021
Q2 		$139K Buy
6,439
+3,047
+90% +$60K 0.03% 529
2021
Q1 		$68K Buy
3,392
+2,950
+667% +$48K 0.02% 672
2020
Q4 		$6K Sell
442
-100
-18% -$1.01K ﹤0.01% 1363
2020
Q3 		$3K Sell
542
-190
-26% -$1.14K ﹤0.01% 1343
2020
Q2 		$4K Buy
732
+1
+0.1% +$5 ﹤0.01% 1214
2020
Q1 		$3K Buy
731
+431
+144% +$2.71K ﹤0.01% 1189
2019
Q4 		$3K Sell
300
-400
-57% -$3.07K ﹤0.01% 1036
2019
Q3 		$5K Hold
700
– – ﹤0.01% 932
2019
Q2 		$8K Sell
700
-1,003
-59% -$9.89K ﹤0.01% 846
2019
Q1 		$17K Sell
1,703
-197
-10% -$1.97K 0.01% 581
2018
Q4 		$15K Sell
1,900
-300
-14% -$3K 0.01% 523
2018
Q3 		$28K Sell
2,200
-2,900
-57% -$29.8K 0.02% 408
2018
Q2 		$43K Buy
5,100
+500
+11% +$3.98K 0.05% 194
2018
Q1 		$32K Buy
+4,600
New +$34.5K 0.02% 381

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CLF Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Cleveland-Cliffs (CLF) in Q3 2025, closing a stake of 18,141 shares — an estimated $138K sold.

Patriot Financial Group Insurance Agency first reported a position in CLF in Q1 2018 and held it in 22 quarters. The position peaked at $339K in Q4 2021. 564 funds tracked by Wall St. Rank hold CLF as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Cleveland-Cliffs position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 18,141 Cleveland-Cliffs shares in Q3 2025, an estimated $138K.
  • Patriot Financial Group Insurance Agency first reported a position in Cleveland-Cliffs in Q1 2018 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Cleveland-Cliffs position peaked at $339K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.