CLARK FINANCIAL SERVICES GROUP INC /BD BHLB β€” BEACON FINANCIAL CORP.

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

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported BEACON FINANCIAL CORP. (BHLB) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.22% in 2026 Q2. The latest visible filing shows BHLB at 0.22% 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 BHLB 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 BEACON FINANCIAL CORP., 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
2026 Q2

BHLB was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 BHLB β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 15,272 +2,155 +16.4% 0.22% $465K 2026-07-15 β€”
2026 Q1 INITIATED β€” β€” β€” 13,117 β€” β€” 0.21% $394K 2026-05-07 β€”

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and BHLB

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 BHLB?

CLARK FINANCIAL SERVICES GROUP INC /BD reported BHLB across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BHLB was 0.22% in 2026 Q2.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q2, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 15,272 shares, equal to 0.22% of portfolio, with an estimated market value of $465K.

What does the chart on this BHLB ownership page compare?

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

← Back to CLARK FINANCIAL SERVICES GROUP INC /BD Holdings