Beacon Financial Advisory
BABA icon

Beacon Financial Advisory’s Alibaba BABA Stock Holding History

Beacon Financial Advisory’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$350K Sell
3,254
-1,755
-35% -$203K 0.07% 310
2026
Q2 		$481K Sell
5,009
-78
-2% -$9.8K 0.09% 253
2026
Q1 		$638K Hold
5,087
– – 0.14% 187
2025
Q4 		$746K Sell
5,087
-355
-7% -$57.8K 0.17% 155
2025
Q3 		$973K Hold
5,442
– – 0.23% 117
2025
Q2 		$617K Buy
5,442
+119
+2% +$14.1K 0.16% 167
2025
Q1 		$704K Buy
5,323
+216
+4% +$24.9K 0.21% 126
2024
Q4 		$433K Sell
5,107
-50
-1% -$4.72K 0.14% 180
2024
Q3 		$547K Buy
5,157
+490
+10% +$40.1K 0.19% 149
2024
Q2 		$336K Buy
4,667
+1,859
+66% +$143K 0.13% 196
2024
Q1 		$203K Buy
+2,808
New +$206K 0.1% 228

Other funds holding BABA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Alibaba (BABA) stake by 35% in Q3 2026, selling an estimated $203K and leaving 3,254 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #310.

Beacon Financial Advisory first reported a position in BABA in Q1 2024 and has held it in 11 quarters since. The position peaked at $973K in Q3 2025. 754 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Beacon Financial Advisory held 3,254 shares of Alibaba worth $350K as of Q3 2026.
  • Beacon Financial Advisory sold 1,755 Alibaba shares in Q3 2026, an estimated $203K.
  • Alibaba made up 0.07% of Beacon Financial Advisory's portfolio in Q3 2026, its #310 holding.
  • Beacon Financial Advisory first reported a position in Alibaba in Q1 2024 and has held it in 11 quarters since.
  • Beacon Financial Advisory's Alibaba position peaked at $973K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

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