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

Root Financial Partners’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-691
Closed -$5.84K – 945
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

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SPC
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Vanguard Capital Management
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Vanguard Portfolio Management
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CLF Position: Q2 2026 in Review

Root Financial Partners sold out of Cleveland-Cliffs (CLF) in Q2 2026, closing a stake of 691 shares — an estimated $5.84K sold.

Root Financial Partners first reported a position in CLF in Q3 2025 and held it in 3 quarters. The position peaked at $13.3K in Q4 2025. 584 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Root Financial Partners reported no remaining Cleveland-Cliffs position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 691 Cleveland-Cliffs shares in Q2 2026, an estimated $5.84K.
  • Root Financial Partners first reported a position in Cleveland-Cliffs in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cleveland-Cliffs position peaked at $13.3K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.