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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

WAFD holding history

Wafd 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.

WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2021
Holdings of WAFD by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−17,027−100.0%Sold outHolders
Q4 202117,027$573.0K0.1%+17,027NewHolders