Summit Securities Group
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Summit Securities Group’s Cleveland-Cliffs CLF Stock Holding History

Summit Securities Group’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-120
Closed -$259K – 712
2021
Q2 		$259K Buy
+120
New +$2.36K 0.02% 573
2019
Q4 		– Sell
-200
Closed -$144K – 442
2019
Q3 		$144K Buy
+200
New +$1.8K 0.01% 316
2014
Q1 		– Sell
-3
Closed -$3K – 428
2013
Q4 		$3K Buy
+3
New +$74 ﹤0.01% 414

Other funds holding CLF

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Summit Securities Group's CLF Position: Q3 2026 in Review

Summit Securities Group sold out of Cleveland-Cliffs (CLF) in Q3 2026, closing a stake of 8,799 shares — an estimated $82.6K sold.

Summit Securities Group first reported a position in CLF in Q3 2014 and held it in 7 quarters. The position peaked at $386K in Q1 2025. 327 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Summit Securities Group reported no remaining Cleveland-Cliffs position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 8,799 Cleveland-Cliffs shares in Q3 2026, an estimated $82.6K.
  • Summit Securities Group first reported a position in Cleveland-Cliffs in Q3 2014 and held it in 7 quarters.
  • Summit Securities Group's Cleveland-Cliffs position peaked at $386K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.