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Pinnacle Wealth Planning Services’s Clearfield CLFD Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$25.9K Hold
651
– – ﹤0.01% 1662
2026
Q1 		$17.2K Hold
651
– – ﹤0.01% 1772
2025
Q4 		$19K Buy
+651
New +$20.9K ﹤0.01% 1742
2021
Q1 		– Sell
-651
Closed -$16K – 660
2020
Q4 		$16K Buy
+651
New +$15.2K ﹤0.01% 1229

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLFD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Clearfield (CLFD) position steady in Q2 2026 at 651 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Pinnacle Wealth Planning Services first reported a position in CLFD in Q4 2020 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 651 shares of Clearfield worth $25.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Clearfield share count unchanged in Q2 2026.
  • Clearfield made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1662 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clearfield in Q4 2020 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.