SWM
CLFD icon

SHP Wealth Management’s Clearfield CLFD Stock Holding History

SHP Wealth Management’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 		$7.94K Buy
+300
New +$9.15K ﹤0.01% 959

Other funds holding CLFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's CLFD Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Clearfield (CLFD) in Q1 2026: 300 shares worth $7.94K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

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

  • SHP Wealth Management held 300 shares of Clearfield worth $7.94K as of Q1 2026.
  • Clearfield was a new SHP Wealth Management position in Q1 2026.
  • Clearfield made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #959 holding.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.