Pinnacle Wealth Planning Services’s Cleveland-Cliffs CLF Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$26.8K	Sell	3,172 -40,322	-93%	-$461K	﹤0.01%	1537
2025 Q4	$578K	Sell	43,494 -1,905	-4%	-$24.1K	0.06%	187
2025 Q3	$554K	Buy	45,399 +79	+0.2%	+$831	0.06%	189
2025 Q2	$344K	Buy	45,320 +1,552	+4%	+$11.5K	0.05%	264
2025 Q1	$360K	Buy	43,768 +426	+1%	+$4.33K	0.05%	222
2024 Q4	$407K	Buy	+43,342	New	+$522K	0.06%	189
2021 Q1	–	Sell	-2,034	Closed	-$30K	–	659
2020 Q4	$30K	Buy	+2,034	New	+$20.6K	0.01%	999

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cleveland-Cliffs (CLF) stake by 93% in Q1 2026, selling an estimated $461K and leaving 3,172 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Pinnacle Wealth Planning Services first reported a position in CLF in Q4 2020 and has held it in 7 quarters since. The position peaked at $578K in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Pinnacle Wealth Planning Services held 3,172 shares of Cleveland-Cliffs worth $26.8K as of Q1 2026.
Pinnacle Wealth Planning Services sold 40,322 Cleveland-Cliffs shares in Q1 2026, an estimated $461K.
Cleveland-Cliffs made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1537 holding.
Pinnacle Wealth Planning Services first reported a position in Cleveland-Cliffs in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Cleveland-Cliffs position peaked at $578K in Q4 2025.
566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.