Planning Strategies Inc.’s Cleveland-Cliffs CLF Stock Holding History

Planning Strategies Inc.’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	$263	Buy	+28	New	+$308	﹤0.01%	963

Other funds holding CLF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Planning Strategies Inc.'s CLF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Cleveland-Cliffs (CLF) in Q2 2026: 28 shares worth $263. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

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

Planning Strategies Inc. held 28 shares of Cleveland-Cliffs worth $263 as of Q2 2026.
Cleveland-Cliffs was a new Planning Strategies Inc. position in Q2 2026.
Cleveland-Cliffs made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #963 holding.
153 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.