The Wealth Group’s Clearfield CLFD Stock Holding History

The Wealth Group’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 Q2	$1.87M	Hold	47,000	–	–	0.36%	29
2026 Q1	$1.24M	Hold	47,000	–	–	0.28%	32
2025 Q4	$1.37M	Hold	47,000	–	–	0.31%	31
2025 Q3	$1.62M	Hold	47,000	–	–	0.37%	29
2025 Q2	$2.04M	Hold	47,000	–	–	0.52%	24
2025 Q1	$1.4M	Hold	47,000	–	–	0.41%	28
2024 Q4	$1.46M	Hold	47,000	–	–	0.42%	24
2024 Q3	$1.83M	Hold	47,000	–	–	0.53%	22
2024 Q2	$1.81M	Hold	47,000	–	–	0.55%	23
2024 Q1	$1.74M	Hold	47,000	–	–	0.54%	24
2023 Q4	$1.36M	Buy	+47,000	New	+$1.25M	0.45%	26

Other funds holding CLFD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

The Wealth Group's CLFD Position: Q2 2026 in Review

The Wealth Group held its Clearfield (CLFD) position steady in Q2 2026 at 47,000 shares worth $1.87M. The position accounts for 0.36% of the portfolio, ranked #29.

The Wealth Group first reported a position in CLFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q2 2025. 8 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

The Wealth Group held 47,000 shares of Clearfield worth $1.87M as of Q2 2026.
The Wealth Group left its Clearfield share count unchanged in Q2 2026.
Clearfield made up 0.36% of The Wealth Group's portfolio in Q2 2026, its #29 holding.
The Wealth Group first reported a position in Clearfield in Q4 2023 and has held it in 11 quarters since.
The Wealth Group's Clearfield position peaked at $2.04M in Q2 2025.
8 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.