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 Q2	$11M	Sell	277,610 -12,000	-4%	-$440K	0.55%	68
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

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Punch & Associates Investment Management's CLFD Position: Q2 2026 in Review

Punch & Associates Investment Management reduced its Clearfield (CLFD) stake by 4.1% in Q2 2026, selling an estimated $440K and leaving 277,610 shares worth $11M. The position accounts for 0.55% of the portfolio, ranked #68.

Punch & Associates Investment Management first reported a position in CLFD in Q1 2024 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

Punch & Associates Investment Management held 277,610 shares of Clearfield worth $11M as of Q2 2026.
Punch & Associates Investment Management sold 12,000 Clearfield shares in Q2 2026, an estimated $440K.
Clearfield made up 0.55% of Punch & Associates Investment Management's portfolio in Q2 2026, its #68 holding.
Punch & Associates Investment Management first reported a position in Clearfield in Q1 2024 and has held it in 10 quarters since.
126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.