Beacon Financial Group
- SEC CIK
- 0001591379
- Latest filing
- Jul 16, 2026
BMO holding history
Bank of Montreal 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.
BMO overviewAll 13F holders of BMOFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −5,706−100.0% | Sold out | Holders |
| Q4 2023 | 5,706 | $564.6K | 0.1% | −91−1.6% | Reduced | Holders |
| Q3 2023 | 5,797 | $499.0K | 0.1% | −393−6.3% | Reduced | Holders |
| Q2 2023 | 6,190 | $555.0K | 0.1% | −752−10.8% | Reduced | Holders |
| Q1 2023 | 6,942 | $620.0K | 0.1% | +6,942 | New | Holders |