Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
All 13F Filings
- Location
- Concord, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 818,281
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 489 | 818,281 | 13F-HR | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| Q4 2025 | 2/13/2026 | 499 | 834,162 | 13F-HR | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| Q3 2025 | 10/24/2025 | 514 | 845,383 | 13F-HR | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| Q2 2025 | 8/4/2025 | 467 | 723,981 | 13F-HR | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 408.6 K | 50.0% | 0 | 256.8 K | -256.8 K |
| ETFs | 399.7 K | 48.9% | 245 K | 0 | 245 K |
| Debt | 9.149 K | 1.1% | 0 | 1.989 K | -1.989 K |
| Other | 0 | 0.0% | 0 | 2.044 K | -2.044 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
818,281
Holdings
489
QoQ value change ($000)
-15,881
(-1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.