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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

PFG holding history

Principal Financial Group 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.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
4,356
Value
$469.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,356$469.4K<0.1%−95−2.1%ReducedHolders
Q1 20264,451$401.0K<0.1%+120+2.8%AddedHolders
Q4 20254,331$382.0K<0.1%00.0%UnchangedHolders
Q3 20254,331$359.0K<0.1%+1,711+65.3%AddedHolders
Q2 20252,620$208.1K<0.1%−105−3.9%ReducedHolders
Q1 20252,725$229.9K<0.1%−1,184−30.3%ReducedHolders
Q4 20243,909$302.6K<0.1%−792−16.8%ReducedHolders
Q3 20244,701$403.8K<0.1%−320−6.4%ReducedHolders
Q2 20245,021$393.9K<0.1%−40−0.8%ReducedHolders
Q1 20245,061$436.8K0.1%−51,891−91.1%ReducedHolders
Q4 202356,952$4.48M0.5%−2,731−4.6%ReducedHolders
Q3 202359,683$4.64M0.7%−413−0.7%ReducedHolders
Q2 202360,096$4.54M0.6%−456−0.8%ReducedHolders
Q1 202360,552$4.50M0.6%−2,771−4.4%ReducedHolders
Q4 202263,323$5.31M0.7%−1,130−1.8%ReducedHolders
Q3 202264,453$4.60M0.7%−525−0.8%ReducedHolders
Q2 202264,978$4.41M0.7%−68−0.1%ReducedHolders
Q1 202265,046$4.85M0.6%−348−0.5%ReducedHolders
Q4 202165,394$4.79M0.6%−722−1.1%ReducedHolders
Q3 202166,116$4.32M0.6%+570+0.9%AddedHolders
Q2 202165,546$4.04M0.6%−837−1.3%ReducedHolders
Q1 202166,383$3.57M0.6%––Holders

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