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| Keyboard |
| Beacon Financial Group
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|---|---|
| CRD # | 315924 |
| SEC # | 801-122167 |
| CIK # | 0001008871, 0001108134, 0001450996, 0001658277, 0001107576, 0001591379 |
| AUM | |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 617-800-0388 |
| Address | 892 Plain Street Marshfield, MA 02050 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.5 | ||
| Apple Inc | 13.2 | ||
| J P Morgan Chase & Co | 12.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001008871] | |
| 13F-HR | [0001107576] | |
| 10-K | [0001108134] | |
| 10-Q | [0001108134] | |
| 3 | [0001108134] | |
| 4 | [0001108134] | |
| 5 | [0001108134] | |
| 8-K | [0001108134] | |
| D | [0001108134] | |
| SC 13D | [0001108134] | |
| SC 13G | [0001108134] | |
| 4 | [0001450996] | |
| 13F-HR | [0001591379] | |
| D | [0001658277] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Beacon Financial Corp BBT
Common Stock
|
2026-02-26 | Sell | 17,333 | $31.04 | 538,016 |
|
Beacon Financial Corp BBT
Common Stock
|
2025-11-04 | Buy | 4,000 | $24.67 | 98,680 |
|
Beacon Financial Corp BBT
Common Stock
|
2025-11-04 | Buy | 4,200 | $24.66 | 103,572 |
|
Beacon Financial Corp BBT
Common Stock
|
2025-11-03 | Buy | 2,000 | $24.69 | 49,380 |
|
Beacon Financial Corp BBT
Common Stock
|
2025-11-03 | Buy | 635 | $24.26 | 15,405 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-07-01 | Tax withheld | 430 | $26.05 | 11,202 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-04-01 | Tax withheld | 480 | $26.09 | 12,523 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-04-01 | Tax withheld | 829 | $26.09 | 21,629 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Tax withheld | 4,596 | $28.11 | 129,194 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Grant | 6,749 | $0.00 | |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Grant | 1,738 | $0.00 | |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Grant | 1,323 | $0.00 | |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Grant | 9,505 | $0.00 | |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Tax withheld | 568 | $28.11 | 15,966 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Tax withheld | 2,251 | $28.11 | 63,276 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Tax withheld | 426 | $28.11 | 11,975 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Grant | 1,179 | $0.00 | |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Tax withheld | 627 | $28.11 | 17,625 |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-03-03 | Grant | 1,934 | $0.00 | |
|
Beacon Financial Corp BHLB
Common Stock
|
2025-02-11 | Sell | 1,052 | $29.97 | 31,528 |
| showing 20 of 200 most recent transactions | |||||