PAIM
CLFD icon

Punch & Associates Investment Management’s Clearfield CLFD Stock Holding History

Punch & Associates Investment Management’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
Q1 		$7.67M Buy
289,610
+11,500
+4% +$351K 0.44% 84
2025
Q4 		$8.11M Buy
278,110
+15,500
+6% +$498K 0.47% 79
2025
Q3 		$9.03M Buy
262,610
+85,610
+48% +$3.19M 0.52% 73
2025
Q2 		$7.68M Hold
177,000
– – 0.47% 82
2025
Q1 		$5.26M Sell
177,000
-79,000
-31% -$2.64M 0.34% 101
2024
Q4 		$7.94M Buy
256,000
+37,520
+17% +$1.26M 0.43% 98
2024
Q3 		$8.51M Buy
218,480
+27,000
+14% +$1.05M 0.47% 97
2024
Q2 		$7.38M Buy
191,480
+147,480
+335% +$5.12M 0.43% 102
2024
Q1 		$1.36M Buy
+44,000
New +$1.26M 0.08% 152

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Punch & Associates Investment Management's CLFD Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Clearfield (CLFD) stake by 4.1% in Q1 2026, buying an estimated $351K and bringing the position to 289,610 shares worth $7.67M. The position accounts for 0.44% of the portfolio, ranked #84.

Punch & Associates Investment Management first reported a position in CLFD in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.03M in Q3 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

  • Punch & Associates Investment Management held 289,610 shares of Clearfield worth $7.67M as of Q1 2026.
  • Punch & Associates Investment Management bought 11,500 Clearfield shares in Q1 2026, an estimated $351K.
  • Clearfield made up 0.44% of Punch & Associates Investment Management's portfolio in Q1 2026, its #84 holding.
  • Punch & Associates Investment Management first reported a position in Clearfield in Q1 2024 and has held it in 9 quarters since.
  • Punch & Associates Investment Management's Clearfield position peaked at $9.03M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.