Beacon Bank & Trust
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 515,663
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 154 | 515,663 | 13F-HR | Beacon Bank & Trust |
| Q2 2026 | 8/3/2026 | 160 | 524,474 | 13F-HR/A - RESTATEMENT | Beacon Bank & Trust |
| Q2 2026 | 7/8/2026 | 157 | 518,122 | 13F-HR | Beacon Bank & Trust |
| Q1 2026 | 4/28/2026 | 157 | 487,679 | 13F-HR | Beacon Bank & Trust |
| Q4 2025 | 2/17/2026 | 161 | 492,850 | 13F-HR | Beacon Bank & Trust |
| Q3 2025 | 10/24/2025 | 163 | 464,477 | 13F-HR | Beacon Bank & Trust |
| Q2 2025 | 7/9/2025 | 162 | 438,123 | 13F-HR | Berkshire Bank |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 244.5 K | 47.4% | 0 | 3.387 K | -3.387 K |
| ETFs | 271.2 K | 52.6% | 0 | 5.426 K | -5.426 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
515,663
Holdings
154
QoQ value change ($000)
-8,811
(-1.7%)
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.