Beacon Financial Advisory
APH icon

Beacon Financial Advisory’s Amphenol APH Stock Holding History

Beacon Financial Advisory’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$291K Buy
3,456
+156
+5% +$12.6K 0.06% 347
2026
Q2 		$291K Buy
+3,300
New +$238K 0.06% 336
2026
Q1 		– Sell
-3,072
Closed -$208K – 406
2025
Q4 		$208K Buy
+3,072
New +$205K 0.05% 361

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Beacon Financial Advisory's APH Position: Q3 2026 in Review

Beacon Financial Advisory increased its Amphenol (APH) stake by 4.7% in Q3 2026, buying an estimated $12.6K and bringing the position to 3,456 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #347.

Beacon Financial Advisory first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Beacon Financial Advisory held 3,456 shares of Amphenol worth $291K as of Q3 2026.
  • Beacon Financial Advisory bought 156 Amphenol shares in Q3 2026, an estimated $12.6K.
  • Amphenol made up 0.06% of Beacon Financial Advisory's portfolio in Q3 2026, its #347 holding.
  • Beacon Financial Advisory first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.