Beacon Financial Advisory’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Beacon Financial Advisory’s Portfolio BLCR Stock Details BLCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.03M	Buy	21,124 +9,743	+86%	+$481K	0.2%	129
2026 Q2	$573K	Buy	11,381 +920	+9%	+$44.2K	0.11%	216
2026 Q1	$430K	Buy	+10,461	New	+$448K	0.1%	252

Other funds holding BLCR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Beacon Financial Advisory increased its BlackRock Large Cap Core ETF (BLCR) stake by 86% in Q3 2026, buying an estimated $481K and bringing the position to 21,124 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #129.

Beacon Financial Advisory first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

Beacon Financial Advisory held 21,124 shares of BlackRock Large Cap Core ETF worth $1.03M as of Q3 2026.
Beacon Financial Advisory bought 9,743 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $481K.
BlackRock Large Cap Core ETF made up 0.2% of Beacon Financial Advisory's portfolio in Q3 2026, its #129 holding.
Beacon Financial Advisory first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

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