Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

BLK holding history

BlackRock, Inc. 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.

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

Shares (Q2 2026): 4,779
Value: $4.60M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of BLK by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,779	$4.60M	0.4%	−142−2.9%	Reduced	Holders
Q1 2026	4,921	$4.73M	0.5%	−236−4.6%	Reduced	Holders
Q4 2025	5,157	$5.52M	0.5%	−191−3.6%	Reduced	Holders
Q3 2025	5,348	$6.24M	0.6%	−324−5.7%	Reduced	Holders
Q2 2025	5,672	$5.95M	0.6%	−365−6.0%	Reduced	Holders
Q1 2025	6,037	$5.71M	0.6%	−451−7.0%	Reduced	Holders
Q4 2024	6,488	$6.65M	0.7%	–	–	Holders
Q3 2024	–	$6.43M	0.7%	–	–	Holders
Q2 2024	6,946	$5.47M	0.6%	−280−3.9%	Reduced	Holders
Q1 2024	7,226	$6.02M	0.7%	−350−4.6%	Reduced	Holders
Q4 2023	7,576	$6.15M	0.8%	−130−1.7%	Reduced	Holders
Q3 2023	7,706	$5.40M	0.8%	−66−0.8%	Reduced	Holders
Q2 2023	7,772	$5.35M	0.7%	−169−2.1%	Reduced	Holders
Q1 2023	7,941	$5.24M	0.7%	−323−3.9%	Reduced	Holders
Q4 2022	8,264	$5.86M	0.8%	−65−0.8%	Reduced	Holders
Q3 2022	8,329	$4.70M	0.7%	−44−0.5%	Reduced	Holders
Q2 2022	8,373	$5.34M	0.8%	+7,605+990.2%	Added	Holders
Q1 2022	768	$601.0K	0.1%	+10+1.3%	Added	Holders
Q4 2021	758	$691.0K	0.1%	+52+7.4%	Added	Holders
Q3 2021	706	$604.0K	0.1%	+58+9.0%	Added	Holders
Q2 2021	648	$569.0K	0.1%	+11+1.7%	Added	Holders
Q1 2021	637	$479.0K	0.1%	–	–	Holders

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