Physician Wealth Advisors
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Physician Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

Physician Wealth Advisors’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
Q3 		$1.14K Hold
103
– – ﹤0.01% 1878
2026
Q2 		$968 Buy
103
+55
+115% +$605 ﹤0.01% 1853
2026
Q1 		$406 Hold
48
– – ﹤0.01% 1983
2025
Q4 		$638 Buy
+48
New +$606 ﹤0.01% 1767

Other funds holding CLF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Physician Wealth Advisors's CLF Position: Q3 2026 in Review

Physician Wealth Advisors held its Cleveland-Cliffs (CLF) position steady in Q3 2026 at 103 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Physician Wealth Advisors first reported a position in CLF in Q4 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Physician Wealth Advisors held 103 shares of Cleveland-Cliffs worth $1.14K as of Q3 2026.
  • Physician Wealth Advisors left its Cleveland-Cliffs share count unchanged in Q3 2026.
  • Cleveland-Cliffs made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1878 holding.
  • Physician Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.