Beacon Bank & Trust
Beacon Bank & Trust reported 160 positions worth $524.5M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: SPY (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $46.9M | 8.94% | 62,762 | — | — | |
| ▸ 2 | VGSH | SH | $36.9M | 7.03% | 633,681 | — | — | |
| ▸ 3 | IEFA | SH | $34.8M | 6.64% | 360,832 | — | — | |
| ▸ 4 | VGIT | SH | $26.0M | 4.95% | 440,147 | — | — | |
| ▸ 5 | AAPL | SH | $19.8M | 3.78% | 68,470 | — | — | |
| ▸ 6 | JPST | SH | $19.3M | 3.67% | 380,948 | — | — | |
| ▸ 7 | VYM | SH | $19.0M | 3.63% | 120,424 | — | — | |
| ▸ 8 | GOOGL | SH | $17.8M | 3.39% | 49,729 | — | — | |
| ▸ 9 | NVDA | SH | $15.3M | 2.93% | 76,705 | — | — | |
| ▸ 10 | USMV | SH | $14.8M | 2.82% | 153,496 | — | — |
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Frequently Asked Questions
What stocks does Beacon Bank & Trust hold as of Q2 2026?
Beacon Bank & Trust reported 160 positions worth $524.5M in its Q2 2026 13F filing. Largest positions: SPY (8.9%), VGSH (7.0%), IEFA (6.6%), VGIT (4.9%) and AAPL (3.8%).
What did Beacon Bank & Trust buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beacon Bank & Trust sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.