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Beacon Financial Group’s Automatic Data Processing ADP Stock Holding History

Beacon Financial Group’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Buy
1,290
+157
+14% +$33.6K 0.03% 320
2026
Q1 		$230K Sell
1,133
-140
-11% -$32.1K 0.02% 324
2025
Q4 		$327K Buy
1,273
+93
+8% +$24.8K 0.03% 282
2025
Q3 		$346K Sell
1,180
-100
-8% -$30.1K 0.03% 278
2025
Q2 		$395K Sell
1,280
-1,152
-47% -$354K 0.04% 251
2025
Q1 		$743K Buy
2,432
+18
+0.7% +$5.43K 0.08% 184
2024
Q4 		$707K Sell
2,414
-2
-0.1% -$591 0.08% 185
2024
Q3 		$669K Sell
2,416
-122
-5% -$31.9K 0.07% 193
2024
Q2 		$606K Sell
2,538
-99
-4% -$24.3K 0.07% 194
2024
Q1 		$659K Sell
2,637
-60
-2% -$14.7K 0.08% 193
2023
Q4 		$628K Sell
2,697
-200
-7% -$46.6K 0.08% 186
2023
Q3 		$738K Hold
2,897
– – 0.1% 151
2023
Q2 		$627K Buy
2,897
+744
+35% +$160K 0.09% 159
2023
Q1 		$461K Hold
2,153
– – 0.06% 179
2022
Q4 		$514K Sell
2,153
-50
-2% -$12.3K 0.07% 182
2022
Q3 		$502K Hold
2,203
– – 0.08% 176
2022
Q2 		$475K Hold
2,203
– – 0.07% 185
2022
Q1 		$509K Hold
2,203
– – 0.07% 192
2021
Q4 		$538K Sell
2,203
-15
-0.7% -$3.4K 0.07% 191
2021
Q3 		$443K Sell
2,218
-27
-1% -$5.56K 0.06% 198
2021
Q2 		$456K Hold
2,245
– – 0.06% 187
2021
Q1 		$367K Hold
2,245
– – 0.06% 185
2020
Q4 		$367K Hold
2,245
– – 0.06% 190
2020
Q3 		$313K Buy
+2,245
New +$315K 0.06% 179
2015
Q2 		– Sell
-2,855
Closed -$246K – 169
2015
Q1 		$246K Hold
2,855
– – 0.05% 157
2014
Q4 		$240K Sell
2,855
-11,296
-80% -$915K 0.05% 165
2014
Q3 		$1.03M Sell
14,151
-18
-0.1% -$1.3K 0.22% 84
2014
Q2 		$989K Buy
14,169
+190
+1% +$13K 0.22% 83
2014
Q1 		$944K Buy
13,979
+673
+5% +$45.8K 0.19% 80
2013
Q4 		$947K Buy
13,306
+444
+3% +$29.9K 0.18% 91
2013
Q3 		$819K Buy
+12,862
New +$817K 0.18% 102

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Beacon Financial Group's ADP Position: Q2 2026 in Review

Beacon Financial Group increased its Automatic Data Processing (ADP) stake by 14% in Q2 2026, buying an estimated $33.6K and bringing the position to 1,290 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #320.

Beacon Financial Group first reported a position in ADP in Q3 2013 and has held it in 31 quarters since. The position peaked at $1.03M in Q3 2014. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Beacon Financial Group held 1,290 shares of Automatic Data Processing worth $289K as of Q2 2026.
  • Beacon Financial Group bought 157 Automatic Data Processing shares in Q2 2026, an estimated $33.6K.
  • Automatic Data Processing made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #320 holding.
  • Beacon Financial Group first reported a position in Automatic Data Processing in Q3 2013 and has held it in 31 quarters since.
  • Beacon Financial Group's Automatic Data Processing position peaked at $1.03M in Q3 2014.
  • 1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.