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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Cleveland-Cliffs CLF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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 		$4.7K Sell
500
-450
-47% -$4.95K ﹤0.01% 1814
2026
Q1 		$8.03K Hold
950
– – ﹤0.01% 1667
2025
Q4 		$12.6K Hold
950
– – ﹤0.01% 1499
2025
Q3 		$11.6K Hold
950
– – ﹤0.01% 1503
2025
Q2 		$7.22K Hold
950
– – ﹤0.01% 1659
2025
Q1 		$7.81K Hold
950
– – ﹤0.01% 1623
2024
Q4 		$8.93K Sell
950
-2,950
-76% -$35.6K ﹤0.01% 1505
2024
Q3 		$49.8K Buy
+3,900
New +$53K 0.01% 945

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FFH
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Geode Capital Management
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CLF Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Cleveland-Cliffs (CLF) stake by 47% in Q2 2026, selling an estimated $4.95K and leaving 500 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.8K in Q3 2024. 588 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 500 shares of Cleveland-Cliffs worth $4.7K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 450 Cleveland-Cliffs shares in Q2 2026, an estimated $4.95K.
  • Cleveland-Cliffs made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1814 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Cleveland-Cliffs in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Cleveland-Cliffs position peaked at $49.8K in Q3 2024.
  • 588 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.