Clear Street Group Inc. RFAI — RF ACQUISITION CORP II

Ownership history in Clear Street Group Inc.  ·  4 quarters on record

AI Ownership Summary

Clear Street Group Inc. reported RF ACQUISITION CORP II (RFAI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows RFAI at 0.00% 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 RFAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Street Group Inc.'s position in RF ACQUISITION CORP II, 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

RFAI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 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.

RFAI stock page Clear Street Group Inc. fund profile Clear Street Group Inc. full holdings
How Clear Street Group Inc. held RFAI — position size vs. price
% of Fund (quarterly)    RFAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,384 +3,533 +25.5% 0.00% $192K 2026-08-12 $11.07
2026 Q1 ADDED — — — 13,851 +4,672 +50.9% 0.00% $151K 2026-05-15 $10.92
2025 Q4 ADDED — — — 9,179 +8,978 +4466.7% 0.00% $99K 2026-02-13 $10.80
2025 Q3 INITIATED — — — 201 — — 0.00% $2K 2025-11-14 $10.78

🏢 Other funds also holding RFAI

As of 2026 Q2 — sorted by position size

Karpus Management, Inc. 3Y 7Y 0.51% Kepos Capital LP 3Y 7Y 0.44% BERKLEY W R CORP 3Y 7Y 0.43% First Trust Capital Management L.P. 3Y 7Y 0.33% MIZUHO SECURITIES USA LLC 0.19% AQR Arbitrage LLC 3Y 7Y 0.03% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.01% GLAZER CAPITAL, LLC 3Y 7Y 0.01% Polar Asset Management Partners Inc. 3Y 7Y 0.01% DEUTSCHE BANK AG\ 3Y 7Y 0.0%

FAQ About Clear Street Group Inc. and RFAI

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

How long has Clear Street Group Inc. reported owning RFAI?

Clear Street Group Inc. reported RFAI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported RFAI position in Clear Street Group Inc.'s portfolio?

The largest reported portfolio weight for RFAI was 0.00% in 2026 Q1.

What is the latest reported RFAI position on this page?

The most recent filing on this page is 2026 Q2, when Clear Street Group Inc. reported 17,384 shares, equal to 0.00% of portfolio, with an estimated market value of $192K.

What does the chart on this RFAI ownership page compare?

The chart compares Clear Street Group Inc.'s quarterly RFAI 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 Clear Street Group Inc. time their RFAI position?

Based on 13F filing dates vs. subsequent RFAI price moves, Clear Street Group Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on RFAI relative to SPY over the holding period was -15.1%.

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