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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
2026
Q2 		$48K Buy
+3,061
New +$46.1K ﹤0.01% 591
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

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's CLW Position: Q2 2026 in Review

Summit Securities Group opened a new position in Clearwater Paper (CLW) in Q2 2026: 3,061 shares worth $48K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CLW as recently as Q2 2025.

Summit Securities Group first reported a position in CLW in Q1 2025 and has held it in 3 quarters since. The position peaked at $98.1K in Q1 2025. 135 funds tracked by Wall St. Rank hold CLW as of Q2 2026.

  • Summit Securities Group held 3,061 shares of Clearwater Paper worth $48K as of Q2 2026.
  • Clearwater Paper was a new Summit Securities Group position in Q2 2026.
  • Clearwater Paper made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #591 holding.
  • Summit Securities Group first reported a position in Clearwater Paper in Q1 2025 and has held it in 3 quarters since.
  • Summit Securities Group's Clearwater Paper position peaked at $98.1K in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.