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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
Q1 		$265 Buy
+10
New +$305 ﹤0.01% 3082

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

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

Root Financial Partners opened a new position in Clearfield (CLFD) in Q1 2026: 10 shares worth $265. The stake represents ﹤0.01% of the portfolio and ranks #3082 among its holdings.

126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

  • Root Financial Partners held 10 shares of Clearfield worth $265 as of Q1 2026.
  • Clearfield was a new Root Financial Partners position in Q1 2026.
  • Clearfield made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3082 holding.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

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