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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
4,335
Value
$261.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of USB by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,335$261.8K<0.1%−4−0.1%ReducedHolders
Q1 20264,339$225.7K<0.1%−218−4.8%ReducedHolders
Q4 20254,557$243.2K<0.1%+353+8.4%AddedHolders
Q3 20254,204$203.2K<0.1%+4,204NewHolders
Q2 20250$00.0%−4,774−100.0%Sold outHolders
Q1 20254,774$201.6K<0.1%−1,302−21.4%ReducedHolders
Q4 20246,076$290.6K<0.1%−306−4.8%ReducedHolders
Q3 20246,382$291.8K<0.1%−144−2.2%ReducedHolders
Q2 20246,526$259.1K<0.1%−124−1.9%ReducedHolders
Q1 20246,650$297.3K<0.1%−656−9.0%ReducedHolders
Q4 20237,306$316.2K<0.1%−270−3.6%ReducedHolders
Q3 20237,576$277.0K<0.1%−634−7.7%ReducedHolders
Q2 20238,210$269.0K<0.1%−1,250−13.2%ReducedHolders
Q1 20239,460$337.0K<0.1%−3,228−25.4%ReducedHolders
Q4 202212,688$559.0K0.1%−255−2.0%ReducedHolders
Q3 202212,943$528.0K0.1%00.0%UnchangedHolders
Q2 202212,943$611.0K0.1%+1,734+15.5%AddedHolders
Q1 202211,209$614.0K0.1%+407+3.8%AddedHolders
Q4 202110,802$619.0K0.1%+146+1.4%AddedHolders
Q3 202110,656$642.0K0.1%+700+7.0%AddedHolders
Q2 20219,956$558.0K0.1%+682+7.4%AddedHolders
Q1 20219,274$461.0K0.1%––Holders

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