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Rothschild Investment LLC’s Clearfield CLFD Stock Holding History

Rothschild Investment LLC’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 		$438 Buy
11
+1
+10% +$37 ﹤0.01% 3293
2026
Q1 		$265 Hold
10
– – ﹤0.01% 3247
2025
Q4 		$292 Hold
10
– – ﹤0.01% 3051
2025
Q3 		$344 Sell
10
-20
-67% -$745 ﹤0.01% 2913
2025
Q2 		$1.3K Buy
30
+25
+500% +$857 ﹤0.01% 2321
2025
Q1 		$149 Buy
+5
New +$167 ﹤0.01% 2902
2024
Q4 		– Sell
-15
Closed -$584 – 2977
2024
Q3 		$584 Buy
15
+10
+200% +$389 ﹤0.01% 2426
2024
Q2 		$193 Buy
+5
New +$174 ﹤0.01% 2501

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Rothschild Investment LLC's CLFD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Clearfield (CLFD) stake by 10% in Q2 2026, buying an estimated $37 and bringing the position to 11 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

Rothschild Investment LLC first reported a position in CLFD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3K in Q2 2025. 125 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Rothschild Investment LLC held 11 shares of Clearfield worth $438 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Clearfield share in Q2 2026, an estimated $37.
  • Clearfield made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3293 holding.
  • Rothschild Investment LLC first reported a position in Clearfield in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Clearfield position peaked at $1.3K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.