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SVB Wealth’s Clearfield CLFD Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-30
Closed -$892 – 739
2025
Q1 		$892 Buy
+30
New +$1K ﹤0.01% 1356

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVB Wealth's CLFD Position: Q2 2025 in Review

SVB Wealth sold out of Clearfield (CLFD) in Q2 2025, closing a stake of 30 shares — an estimated $892 sold.

SVB Wealth first reported a position in CLFD in Q1 2025 and held it in 1 quarter. The position peaked at $892 in Q1 2025. 127 funds tracked by Wall St. Rank hold CLFD as of Q2 2025.

  • SVB Wealth reported no remaining Clearfield position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 30 Clearfield shares in Q2 2025, an estimated $892.
  • SVB Wealth first reported a position in Clearfield in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Clearfield position peaked at $892 in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Clearfield as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.