CLARK FINANCIAL SERVICES GROUP INC /BD PHM — PULTE GROUP INC

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  7 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported PULTE GROUP INC (PHM) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.26% in 2024 Q1. The latest visible filing shows PHM at 0.26% 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 PHM 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 PULTE GROUP 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

PHM was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

PHM stock page CLARK FINANCIAL SERVICES GROUP INC /BD fund profile CLARK FINANCIAL SERVICES GROUP INC /BD full holdings
How CLARK FINANCIAL SERVICES GROUP INC /BD held PHM — position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 3,706 +528 +16.6% 0.26% $490K 2025-10-31 $119.37
2025 Q2 ADDED — — — 3,178 +311 +10.8% 0.21% $335K 2025-08-12 $122.61
2025 Q1 ADDED — — — 2,867 +722 +33.7% 0.20% $295K 2025-05-15 $101.95
2024 Q4 ADDED — — — 2,145 +165 +8.3% 0.18% $234K 2025-02-14 $106.35
2024 Q3 ADDED — — — 1,980 +45 +2.3% 0.26% $284K 2024-11-14 $127.90
2024 Q2 ADDED — — — 1,935 +114 +6.3% 0.22% $213K 2024-08-14 $120.25
2024 Q1 INITIATED — — — 1,821 — — 0.26% $220K 2024-05-14 $114.43

🏢 Other funds also holding PHM

As of 2026 Q1 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 10.65% Dorato Capital Management 2.0% Argyle Capital Management, LLC 3Y 7Y 1.53% Seascape Capital Management 3Y 7Y 1.47% Hudson Capital Management LLC 3Y 7Y 1.44% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 1.31% SHAYNE & JACOBS, LLC 3Y 7Y 1.17% Elk River Wealth Management LLC 3Y 1.15% PATTON ALBERTSON MILLER GROUP, LLC 3Y 7Y 0.91% Whalen Wealth Management Inc. 0.89%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and PHM

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 PHM?

CLARK FINANCIAL SERVICES GROUP INC /BD reported PHM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for PHM was 0.26% in 2024 Q1.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2025 Q3, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 3,706 shares, equal to 0.26% of portfolio, with an estimated market value of $490K.

What does the chart on this PHM ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly PHM 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.

How well did CLARK FINANCIAL SERVICES GROUP INC /BD time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, CLARK FINANCIAL SERVICES GROUP INC /BD correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PHM relative to SPY over the holding period was -15.2%.

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