Beacon Financial Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Beacon Financial Group’s Portfolio BINC Stock Details BINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.07M	Buy	115,932 +10,411	+10%	+$544K	0.55%	49
2026 Q1	$5.48M	Buy	105,521 +6,128	+6%	+$323K	0.55%	48
2025 Q4	$5.24M	Buy	99,393 +8,222	+9%	+$436K	0.52%	44
2025 Q3	$4.85M	Buy	91,171 +16,944	+23%	+$896K	0.48%	54
2025 Q2	$3.92M	Buy	74,227 +7,511	+11%	+$391K	0.41%	66
2025 Q1	$3.49M	Buy	66,716 +13,292	+25%	+$696K	0.38%	71
2024 Q4	$2.78M	Buy	53,424 +7,980	+18%	+$420K	0.3%	84
2024 Q3	$2.43M	Buy	45,444 +4,964	+12%	+$263K	0.26%	93
2024 Q2	$2.11M	Buy	40,480 +11,942	+42%	+$622K	0.24%	106
2024 Q1	$1.5M	Buy	+28,538	New	+$1.49M	0.17%	130

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Beacon Financial Group increased its BlackRock Flexible Income ETF (BINC) stake by 9.9% in Q2 2026, buying an estimated $544K and bringing the position to 115,932 shares worth $6.07M. The position accounts for 0.55% of the portfolio, ranked #49.

Beacon Financial Group first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Beacon Financial Group held 115,932 shares of BlackRock Flexible Income ETF worth $6.07M as of Q2 2026.
Beacon Financial Group bought 10,411 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $544K.
BlackRock Flexible Income ETF made up 0.55% of Beacon Financial Group's portfolio in Q2 2026, its #49 holding.
Beacon Financial Group first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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