PlanVest Financial’s CleanSpark CLSK Stock Holding History

PlanVest Financial’s Portfolio CLSK Stock Details CLSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291	Hold	20	–	–	﹤0.01%	575
2026 Q1	$170	Buy	+20	New	+$214	﹤0.01%	549

Other funds holding CLSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

PlanVest Financial's CLSK Position: Q2 2026 in Review

PlanVest Financial held its CleanSpark (CLSK) position steady in Q2 2026 at 20 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #575.

PlanVest Financial first reported a position in CLSK in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold CLSK as of Q2 2026.

PlanVest Financial held 20 shares of CleanSpark worth $291 as of Q2 2026.
PlanVest Financial left its CleanSpark share count unchanged in Q2 2026.
CleanSpark made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #575 holding.
PlanVest Financial first reported a position in CleanSpark in Q1 2026 and has held it in 2 quarters since.
385 funds tracked by Wall St. Rank held CleanSpark as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.