MSTR β€” STRATEGY INC

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  Β·  1 quarter on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported STRATEGY INC (MSTR) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows MSTR at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in STRATEGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MSTR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLARK FINANCIAL SERVICES GROUP INC /BD held MSTR β€” position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 934 β€” β€” 0.16% $301K 2025-10-31 $269.51

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and MSTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning MSTR?

CLARK FINANCIAL SERVICES GROUP INC /BD reported MSTR across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported MSTR position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for MSTR was 0.16% in 2025 Q3.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2025 Q3, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 934 shares, equal to 0.16% of portfolio, with an estimated market value of $301K.

What does the chart on this MSTR ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly MSTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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