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Whalen Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Whalen Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-27,060
Closed -$254K – 214
2026
Q2 		$254K Buy
+27,060
New +$298K 0.11% 176

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REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's CLF Position: Q3 2026 in Review

Whalen Wealth Management sold out of Cleveland-Cliffs (CLF) in Q3 2026, closing a stake of 27,060 shares — an estimated $254K sold.

Whalen Wealth Management first reported a position in CLF in Q2 2026 and held it in 1 quarter. The position peaked at $254K in Q2 2026. 35 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • Whalen Wealth Management reported no remaining Cleveland-Cliffs position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 27,060 Cleveland-Cliffs shares in Q3 2026, an estimated $254K.
  • Whalen Wealth Management first reported a position in Cleveland-Cliffs in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Cleveland-Cliffs position peaked at $254K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.