Root Financial Partners’s Clearfield CLFD Stock Holding History

Root Financial Partners’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	–	Sell	-10	Closed	-$265	–	946
2026 Q1	$265	Buy	+10	New	+$305	﹤0.01%	3082

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

Root Financial Partners sold out of Clearfield (CLFD) in Q2 2026, closing a stake of 10 shares — an estimated $265 sold.

Root Financial Partners first reported a position in CLFD in Q1 2026 and held it in 1 quarter. The position peaked at $265 in Q1 2026. 125 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

Root Financial Partners reported no remaining Clearfield position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 10 Clearfield shares in Q2 2026, an estimated $265.
Root Financial Partners first reported a position in Clearfield in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Clearfield position peaked at $265 in Q1 2026.
125 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

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