First seen by DFX
Sep 12, 2026
date not stated
Clark Financial Services Group Inc /bd files Form 13F (non_adviser_filer, $188,010,781 in 170 positions)
First seen by DFX
Sep 12, 2026
date not stated
Clark Financial Services Group Inc /bd: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Clark Financial Services Group Inc /bd reported $192,441,545 across 187 13(f) positions for the quarter ended 2026-03-31
Clark Financial Services Group Inc /bd opened a $3,051,683 position in Select Sector Spdr Tr (18,869 shares)
Clark Financial Services Group Inc /bd opened a $2,996,415 position in Select Sector Spdr Tr (20,438 shares)
Clark Financial Services Group Inc /bd exited Select Sector Spdr Tr (was $3,190,766, 56,846 shares)
Clark Financial Services Group Inc /bd opened a $3,240,720 position in RTX Corporation (16,800 shares)
Clark Financial Services Group Inc /bd reported $188,010,781 across 170 13(f) positions for the quarter ended 2025-12-31
Clark Financial Services Group Inc /bd reduced Vanguard Index Fds 11,545 -> 3,012 shares ($2,015,526 -> $544,931)
Clark Financial Services Group Inc /bd increased Select Sector Spdr Tr 12,610 -> 23,900 shares ($3,554,255 -> $3,456,418)
Clark Financial Services Group Inc /bd reported $188,195,857 across 170 13(f) positions for the quarter ended 2025-09-30
Clark Financial Services Group Inc /bd increased Ishares Tr 17,916 -> 27,090 shares ($3,866,093 -> $6,554,696)
Clark Financial Services Group Inc /bd opened a $6,568,874 position in RTX Corporation (39,257 shares)
Clark Financial Services Group Inc /bd exited Schwab Strategic Tr (was $3,490,045, 131,700 shares)
Clark Financial Services Group Inc /bd increased Ishares Tr 78,614 -> 109,021 shares ($8,655,401 -> $13,161,015)
Clark Financial Services Group Inc /bd reported $162,652,742 across 168 13(f) positions for the quarter ended 2025-06-30
Clark Financial Services Group Inc /bd increased Select Sector Spdr Tr 29,114 -> 59,952 shares ($1,450,168 -> $3,139,686)
Clark Financial Services Group Inc /bd increased Select Sector Spdr Tr 23,095 -> 29,947 shares ($2,227,513 -> $3,250,148)
Clark Financial Services Group Inc /bd increased Select Sector Spdr Tr 9,730 -> 12,642 shares ($2,009,050 -> $3,201,334)
Clark Financial Services Group Inc /bd reported $144,338,452 across 161 13(f) positions for the quarter ended 2025-03-31
Clark Financial Services Group Inc /bd opened a $2,227,513 position in Select Sector Spdr Tr (23,095 shares)
Clark Financial Services Group Inc /bd opened a $3,811,616 position in Vanguard Admiral Fds Inc (36,945 shares)
Clark Financial Services Group Inc /bd increased Ishares Tr 38,180 -> 78,135 shares ($3,877 -> $7,253,272)
Clark Financial Services Group Inc /bd increased Spdr S&p 500 Etf Tr 19,625 -> 30,976 shares ($11,501 -> $17,327,667)
Clark Financial Services Group Inc /bd reported $130,764,000 across 138 13(f) positions for the quarter ended 2024-12-31