Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer 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.

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

Shares (Q2 2026): 94,815
Value: $2.28M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	94,815	$2.28M	0.2%	−4,016−4.1%	Reduced	Holders
Q1 2026	98,831	$2.78M	0.3%	−7,555−7.1%	Reduced	Holders
Q4 2025	106,386	$2.65M	0.3%	−7,380−6.5%	Reduced	Holders
Q3 2025	113,766	$2.90M	0.3%	−19,354−14.5%	Reduced	Holders
Q2 2025	133,120	$3.23M	0.3%	−13,403−9.1%	Reduced	Holders
Q1 2025	146,523	$3.71M	0.4%	−10,711−6.8%	Reduced	Holders
Q4 2024	157,234	$4.17M	0.4%	−10,028−6.0%	Reduced	Holders
Q3 2024	167,262	$4.84M	0.5%	−4,165−2.4%	Reduced	Holders
Q2 2024	171,427	$4.80M	0.5%	−6,310−3.6%	Reduced	Holders
Q1 2024	177,737	$4.93M	0.6%	+151,056+566.2%	Added	Holders
Q4 2023	26,681	$768.1K	0.1%	−2,148−7.5%	Reduced	Holders
Q3 2023	28,829	$1.02M	0.1%	−723−2.4%	Reduced	Holders
Q2 2023	29,552	$1.07M	0.1%	+465+1.6%	Added	Holders
Q1 2023	29,087	$1.21M	0.2%	−332−1.1%	Reduced	Holders
Q4 2022	29,419	$1.51M	0.2%	+165+0.6%	Added	Holders
Q3 2022	29,254	$1.29M	0.2%	−135−0.5%	Reduced	Holders
Q2 2022	29,389	$1.49M	0.2%	−588−2.0%	Reduced	Holders
Q1 2022	29,977	$1.57M	0.2%	−140,283−82.4%	Reduced	Holders
Q4 2021	170,260	$9.64M	1.3%	−1,951−1.1%	Reduced	Holders
Q3 2021	172,211	$7.50M	1.0%	+460+0.3%	Added	Holders
Q2 2021	171,751	$7.05M	1.0%	−3,378−1.9%	Reduced	Holders
Q1 2021	175,129	$6.45M	1.0%	–	–	Holders

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