United Capital Financial Advisors’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $531K | Buy |
62,846
+9,369
| +18% | +$107K | ﹤0.01% | 1039 |
|
|
2025
Q4 | $710K | Buy |
+53,477
| New | +$675K | ﹤0.01% | 841 |
|
|
2023
Q2 | – | Sell |
-13,845
| Closed | -$254K | – | 908 |
|
|
2023
Q1 | $254K | Sell |
13,845
-2,883
| -17% | -$57.1K | ﹤0.01% | 866 |
|
|
2022
Q4 | $269K | Buy |
16,728
+4,049
| +32% | +$61K | ﹤0.01% | 909 |
|
|
2022
Q3 | $171K | Sell |
12,679
-1,392
| -10% | -$23.2K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $216K | Buy |
14,071
+26
| +0.2% | +$621 | ﹤0.01% | 1035 |
|
|
2022
Q1 | $452K | Sell |
14,045
-1,401
| -9% | -$31.9K | ﹤0.01% | 861 |
|
|
2021
Q4 | $336K | Sell |
15,446
-3,298
| -18% | -$71K | ﹤0.01% | 987 |
|
|
2021
Q3 | $371K | Buy |
18,744
+6,865
| +58% | +$156K | ﹤0.01% | 945 |
|
|
2021
Q2 | $256K | Sell |
11,879
-256
| -2% | -$5.04K | ﹤0.01% | 1066 |
|
|
2021
Q1 | $244K | Sell |
12,135
-5,666
| -32% | -$92.2K | ﹤0.01% | 1045 |
|
|
2020
Q4 | $259K | Buy |
17,801
+1,023
| +6% | +$10.4K | ﹤0.01% | 1053 |
|
|
2020
Q3 | $108K | Sell |
16,778
-89,083
| -84% | -$536K | ﹤0.01% | 1110 |
|
|
2020
Q2 | $584K | Sell |
105,861
-17,444
| -14% | -$84.8K | ﹤0.01% | 812 |
|
|
2020
Q1 | $487K | Sell |
123,305
-219,782
| -64% | -$1.38M | ﹤0.01% | 830 |
|
|
2019
Q4 | $2.88M | Buy |
343,087
+234,304
| +215% | +$1.8M | 0.02% | 530 |
|
|
2019
Q3 | $785K | Buy |
108,783
+13,302
| +14% | +$120K | 0.01% | 816 |
|
|
2019
Q2 | $1.02M | Buy |
+95,481
| New | +$941K | 0.01% | 804 |
|
|
2019
Q1 | – | Sell |
-89,972
| Closed | -$692K | – | 1360 |
|
|
2018
Q4 | $692K | Buy |
89,972
+2,304
| +3% | +$23.1K | 0.01% | 814 |
|
|
2018
Q3 | $1.11M | Sell |
87,668
-5,295
| -6% | -$54.5K | 0.01% | 754 |
|
|
2018
Q2 | $784K | Buy |
92,963
+3,191
| +4% | +$25.4K | 0.01% | 825 |
|
|
2018
Q1 | $624K | Buy |
+89,772
| New | +$673K | ﹤0.01% | 898 |
|
|
2015
Q4 | – | Sell |
-33,500
| Closed | -$82K | – | 1218 |
|
|
2015
Q3 | $82K | Buy |
33,500
+4,000
| +14% | +$12.8K | ﹤0.01% | 1217 |
|
|
2015
Q2 | $128K | Buy |
29,500
+986
| +3% | +$5.24K | ﹤0.01% | 1219 |
|
|
2015
Q1 | $169K | Sell |
28,514
-13
| -0% | -$84 | ﹤0.01% | 1194 |
|
|
2014
Q4 | $204K | Buy |
28,527
+500
| +2% | +$4.35K | ﹤0.01% | 1095 |
|
|
2014
Q3 | $291K | Hold |
28,027
| – | – | 0.01% | 938 |
|
|
2014
Q2 | $422K | Sell |
28,027
-1,186
| -4% | -$20.1K | 0.01% | 711 |
|
|
2014
Q1 | $598K | Buy |
+29,213
| New | +$605K | 0.01% | 602 |
|
|
2013
Q4 | – | Sell |
-55,835
| Closed | -$1.15M | – | 654 |
|
|
2013
Q3 | $1.15M | Sell |
55,835
-7,565
| -12% | -$156K | 0.04% | 322 |
|
|
2013
Q2 | $1.03M | Buy |
+63,400
| New | +$1.21M | 0.03% | 401 |
|
Other funds holding CLF
VCM
VPM
MRCP
SPC
FFH
United Capital Financial Advisors's CLF Position: Q1 2026 in Review
United Capital Financial Advisors increased its Cleveland-Cliffs (CLF) stake by 18% in Q1 2026, buying an estimated $107K and bringing the position to 62,846 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.
United Capital Financial Advisors first reported a position in CLF in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.88M in Q4 2019. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.
- United Capital Financial Advisors held 62,846 shares of Cleveland-Cliffs worth $531K as of Q1 2026.
- United Capital Financial Advisors bought 9,369 Cleveland-Cliffs shares in Q1 2026, an estimated $107K.
- Cleveland-Cliffs made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1039 holding.
- United Capital Financial Advisors first reported a position in Cleveland-Cliffs in Q2 2013 and has held it in 31 quarters since.
- United Capital Financial Advisors's Cleveland-Cliffs position peaked at $2.88M in Q4 2019.
- 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.