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Summit Securities Group’s Clearwater Paper CLW Stock Holding History

Summit Securities Group’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,729
Closed -$47.1K – 1073
2025
Q2 		$47.1K Sell
1,729
-2,139
-55% -$57.8K 0.01% 527
2025
Q1 		$98.1K Buy
+3,868
New +$108K 0.02% 237

Other funds holding CLW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Summit Securities Group's CLW Position: Q3 2025 in Review

Summit Securities Group sold out of Clearwater Paper (CLW) in Q3 2025, closing a stake of 1,729 shares — an estimated $47.1K sold.

Summit Securities Group first reported a position in CLW in Q1 2025 and held it in 2 quarters. The position peaked at $98.1K in Q1 2025. 144 funds tracked by Wall St. Rank hold CLW as of Q3 2025.

  • Summit Securities Group reported no remaining Clearwater Paper position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,729 Clearwater Paper shares in Q3 2025, an estimated $47.1K.
  • Summit Securities Group first reported a position in Clearwater Paper in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's Clearwater Paper position peaked at $98.1K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.