Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 50,487
Value: $2.88M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,487	$2.88M	0.3%	+1,543+3.2%	Added	Holders
Q1 2026	48,944	$2.39M	0.2%	−1,157−2.3%	Reduced	Holders
Q4 2025	50,101	$2.76M	0.3%	+589+1.2%	Added	Holders
Q3 2025	49,512	$2.55M	0.3%	+36+0.1%	Added	Holders
Q2 2025	49,476	$2.34M	0.2%	−3,762−7.1%	Reduced	Holders
Q1 2025	53,238	$2.22M	0.2%	−48−0.1%	Reduced	Holders
Q4 2024	53,286	$2.34M	0.3%	−966−1.8%	Reduced	Holders
Q3 2024	54,252	$2.15M	0.2%	+428+0.8%	Added	Holders
Q2 2024	53,824	$2.14M	0.2%	+919+1.7%	Added	Holders
Q1 2024	52,905	$2.01M	0.2%	−15,530−22.7%	Reduced	Holders
Q4 2023	68,435	$2.30M	0.3%	+14,419+26.7%	Added	Holders
Q3 2023	54,016	$1.55M	0.2%	−180−0.3%	Reduced	Holders
Q2 2023	54,196	$1.55M	0.2%	−1,676−3.0%	Reduced	Holders
Q1 2023	55,872	$1.56M	0.2%	−2,274−3.9%	Reduced	Holders
Q4 2022	58,146	$1.94M	0.3%	−2,274−3.8%	Reduced	Holders
Q3 2022	60,420	$1.85M	0.3%	−1,179−1.9%	Reduced	Holders
Q2 2022	61,599	$1.99M	0.3%	−2,781−4.3%	Reduced	Holders
Q1 2022	64,380	$2.72M	0.4%	+2,382+3.8%	Added	Holders
Q4 2021	61,998	$2.86M	0.4%	+1,630+2.7%	Added	Holders
Q3 2021	60,368	$2.60M	0.4%	−714−1.2%	Reduced	Holders
Q2 2021	61,082	$2.30M	0.3%	−2,935−4.6%	Reduced	Holders
Q1 2021	64,017	$2.19M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.