CLARK FINANCIAL SERVICES GROUP INC /BD META — FACEBOOK INC

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  11 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported FACEBOOK INC (META) in 11 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.55% in 2025 Q4. The latest visible filing shows META at 0.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META 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 FACEBOOK 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 Q4

META was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% 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
2024 Q2 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.

META 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 META — position size vs. price
% of Fund (quarterly)    META 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 Q4 ADDED — — — 1,559 +257 +19.7% 0.55% $1.0M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED — — — 1,302 +118 +10.0% 0.51% $956K 2025-10-31 $647.27
2025 Q2 ADDED — — — 1,184 +40 +3.5% 0.54% $874K 2025-08-12 $788.15
2025 Q1 ADDED — — — 1,144 +126 +12.4% 0.46% $659K 2025-05-15 $641.88
2024 Q4 ADDED — — — 1,018 +14 +1.4% 0.46% $596K 2025-02-14 $733.73
2024 Q3 ADDED — — — 1,004 +372 +58.9% 0.52% $575K 2024-11-14 $574.39
2024 Q2 REDUCED 93.0% +13.6% ❌ 632 -8,408 -93.0% 0.34% $318K 2024-08-14 $523.73
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AG Asset Advisory, LLC 40.88% Rubicon Global Capital Ltd 16.66% TB Alternative Assets Ltd. 3Y 7Y 16.05% QVR LLC 3Y 11.71% Draper Asset Management, LLC 3Y 11.24% HOEY INVESTMENTS, INC 3Y 10.54% Unison Asset Management LLC 3Y 10.04% HAMILTON CAPITAL PARTNERS, LLC 9.8% Div Capital Phoenix Assets Ltd 9.76% Crystal Rock Capital Management 3Y 7Y 9.72%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and META

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 META?

CLARK FINANCIAL SERVICES GROUP INC /BD reported META across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for META was 0.55% in 2025 Q4.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 1,559 shares, equal to 0.55% of portfolio, with an estimated market value of $1.0M.

What does the chart on this META ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly META 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 META position?

Based on 13F filing dates vs. subsequent META price moves, CLARK FINANCIAL SERVICES GROUP INC /BD correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on META relative to SPY over the holding period was -18.5%.

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