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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
Q2 		$254K Buy
+27,060
New +$298K 0.11% 176

Other funds holding CLF

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whalen Wealth Management's CLF Position: Q2 2026 in Review

Whalen Wealth Management opened a new position in Cleveland-Cliffs (CLF) in Q2 2026: 27,060 shares worth $254K. The stake represents 0.11% of the portfolio and ranks #176 among its holdings.

579 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Whalen Wealth Management held 27,060 shares of Cleveland-Cliffs worth $254K as of Q2 2026.
  • Cleveland-Cliffs was a new Whalen Wealth Management position in Q2 2026.
  • Cleveland-Cliffs made up 0.11% of Whalen Wealth Management's portfolio in Q2 2026, its #176 holding.
  • 579 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.