Principal Financial Group
CLFD icon

Principal Financial Group’s Clearfield CLFD Stock Holding History

Principal Financial Group’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
Q3 		$898K Sell
28,844
-6,391
-18% -$195K ﹤0.01% 1953
2026
Q2 		$1.4M Buy
35,235
+2,411
+7% +$88.4K ﹤0.01% 1894
2026
Q1 		$869K Sell
32,824
-1,433
-4% -$43.7K ﹤0.01% 1966
2025
Q4 		$999K Buy
34,257
+11,005
+47% +$354K ﹤0.01% 1955
2025
Q3 		$799K Buy
+23,252
New +$866K ﹤0.01% 1963
2023
Q4 		– Sell
-69,388
Closed -$1.99M – 2424
2023
Q3 		$1.99M Sell
69,388
-2,801
-4% -$110K ﹤0.01% 1764
2023
Q2 		$3.42M Sell
72,189
-9,828
-12% -$420K ﹤0.01% 1649
2023
Q1 		$3.82M Sell
82,017
-3,281
-4% -$211K ﹤0.01% 1629
2022
Q4 		$8.03M Buy
85,298
+10,797
+14% +$1.14M 0.01% 1357
2022
Q3 		$7.8M Buy
74,501
+63,045
+550% +$6.13M 0.01% 1317
2022
Q2 		$709K Buy
11,456
+5,046
+79% +$296K ﹤0.01% 1982
2022
Q1 		$418K Sell
6,410
-3,144
-33% -$197K ﹤0.01% 2161
2021
Q4 		$807K Sell
9,554
-14,303
-60% -$898K ﹤0.01% 2025
2021
Q3 		$1.05M Sell
23,857
-174
-0.7% -$7.31K ﹤0.01% 1998
2021
Q2 		$900K Buy
+24,031
New +$854K ﹤0.01% 2062

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group's CLFD Position: Q3 2026 in Review

Principal Financial Group reduced its Clearfield (CLFD) stake by 18% in Q3 2026, selling an estimated $195K and leaving 28,844 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Principal Financial Group first reported a position in CLFD in Q2 2021 and has held it in 15 quarters since. The position peaked at $8.03M in Q4 2022. 54 funds tracked by Wall St. Rank hold CLFD as of Q3 2026.

  • Principal Financial Group held 28,844 shares of Clearfield worth $898K as of Q3 2026.
  • Principal Financial Group sold 6,391 Clearfield shares in Q3 2026, an estimated $195K.
  • Clearfield made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1953 holding.
  • Principal Financial Group first reported a position in Clearfield in Q2 2021 and has held it in 15 quarters since.
  • Principal Financial Group's Clearfield position peaked at $8.03M in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Clearfield as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.