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Clark Capital Management Group, Inc.: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Capital Management Group, Inc. on SU, newest first. How the timeline and the estimate are built.

Clark Capital Management Group, Inc. held 1,107,011 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,107,011 shares
    Change vs previous 13F +418,025 shares

    0.32% of the 13F portfolio, value $59,424,345.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 688,986 shares
    Change vs previous 13F -613,212 shares

    0.28% of the 13F portfolio, value $45,548,859.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,302,198 shares
    Change vs previous 13F +492,138 shares

    0.35% of the 13F portfolio, value $57,765,501.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 810,060 shares
    Change vs previous 13F +12,667 shares

    0.21% of the 13F portfolio, value $33,868,612.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 797,393 shares
    Change vs previous 13F +104,554 shares

    0.21% of the 13F portfolio, value $29,862,368.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 692,839 shares
    Change vs previous 13F +37,665 shares

    0.19% of the 13F portfolio, value $26,826,745.

    13F-HR 0001398344-25-009622 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 655,174 shares
    Change vs previous 13F -21,166 shares

    0.16% of the 13F portfolio, value $23,376,611.

    13F-HR 0001398344-25-002780 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 676,340 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $24,970,464.

    13F-HR 0001398344-24-020717 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).