Root Financial Partners’s Cleveland-Cliffs CLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.84K Sell
691
-308
-31% -$3.52K ﹤0.01% 1891
2025
Q4
$13.3K Buy
999
+293
+42% +$3.7K ﹤0.01% 1375
2025
Q3
$8.61K Buy
+706
New +$7.42K ﹤0.01% 1511

Other funds holding CLF

Root Financial Partners's CLF Position: Q1 2026 in Review

Root Financial Partners reduced its Cleveland-Cliffs (CLF) stake by 31% in Q1 2026, selling an estimated $3.52K and leaving 691 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Root Financial Partners first reported a position in CLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • Root Financial Partners held 691 shares of Cleveland-Cliffs worth $5.84K as of Q1 2026.
  • Root Financial Partners sold 308 Cleveland-Cliffs shares in Q1 2026, an estimated $3.52K.
  • Cleveland-Cliffs made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1891 holding.
  • Root Financial Partners first reported a position in Cleveland-Cliffs in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Cleveland-Cliffs position peaked at $13.3K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.