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Sequoia Financial Advisors’s Clearfield CLFD Stock Holding History

Sequoia Financial Advisors’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 		$568K Buy
14,270
+1,837
+15% +$67.4K ﹤0.01% 1265
2026
Q1 		$329K Sell
12,433
-8,590
-41% -$262K ﹤0.01% 1516
2025
Q4 		$613K Sell
21,023
-26
-0.1% -$836 ﹤0.01% 1160
2025
Q3 		$724K Sell
21,049
-1,577
-7% -$58.7K ﹤0.01% 955
2025
Q2 		$982K Buy
22,626
+125
+0.6% +$4.28K 0.01% 697
2025
Q1 		$669K Buy
22,501
+14,996
+200% +$501K 0.01% 752
2024
Q4 		$233K Buy
+7,505
New +$252K ﹤0.01% 1145

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's CLFD Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Clearfield (CLFD) stake by 15% in Q2 2026, buying an estimated $67.4K and bringing the position to 14,270 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Sequoia Financial Advisors first reported a position in CLFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $982K in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Sequoia Financial Advisors held 14,270 shares of Clearfield worth $568K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,837 Clearfield shares in Q2 2026, an estimated $67.4K.
  • Clearfield made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1265 holding.
  • Sequoia Financial Advisors first reported a position in Clearfield in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's Clearfield position peaked at $982K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.