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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CMA by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,941−100.0%Sold outHolders
Q4 20254,941$429.5K<0.1%+8+0.2%AddedHolders
Q3 20254,933$338.0K<0.1%−18−0.4%ReducedHolders
Q2 20254,951$295.3K<0.1%−823−14.3%ReducedHolders
Q1 20255,774$341.0K<0.1%−836−12.6%ReducedHolders
Q4 20246,610$408.9K<0.1%+9+0.1%AddedHolders
Q3 20246,601$395.5K<0.1%−502−7.1%ReducedHolders
Q2 20247,103$362.5K<0.1%−62−0.9%ReducedHolders
Q1 20247,165$394.0K<0.1%−393−5.2%ReducedHolders
Q4 20237,558$421.8K0.1%+725+10.6%AddedHolders
Q3 20236,833$329.0K<0.1%−358−5.0%ReducedHolders
Q2 20237,191$308.0K<0.1%−860−10.7%ReducedHolders
Q1 20238,051$343.0K<0.1%−2,686−25.0%ReducedHolders
Q4 202210,737$718.0K0.1%−115−1.1%ReducedHolders
Q3 202210,852$784.0K0.1%−60−0.5%ReducedHolders
Q2 202210,912$835.0K0.1%+51+0.5%AddedHolders
Q1 202210,861$1.01M0.1%+168+1.6%AddedHolders
Q4 202110,693$948.0K0.1%+33+0.3%AddedHolders
Q3 202110,660$880.0K0.1%+495+4.9%AddedHolders
Q2 202110,165$667.0K0.1%+560+5.8%AddedHolders
Q1 20219,605$629.0K0.1%––Holders

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