RTX β€” RTX CORPORATION

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  Β·  2 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported RTX CORPORATION (RTX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 3.78% in 2025 Q4. The latest visible filing shows RTX at 3.78% 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 RTX 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 RTX CORPORATION, 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 Q4

RTX was reported at 3.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.78% in 2025 Q4

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 Q4

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 RTX β€” position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,752 -1,505 -3.8% 3.78% $7.1M 2026-02-14 (Est.) $199.40
2025 Q3 INITIATED 39,257 β€” β€” 3.49% $6.6M 2025-10-31 $177.21

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and RTX

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 RTX?

CLARK FINANCIAL SERVICES GROUP INC /BD reported RTX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

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

The largest reported portfolio weight for RTX was 3.78% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 37,752 shares, equal to 3.78% of portfolio, with an estimated market value of $7.1M.

What does the chart on this RTX ownership page compare?

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