BFG
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Beacon Financial Group’s CrowdStrike CRWD Stock Holding History

Beacon Financial Group’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Buy
+1,748
New +$248K 0.03% 307
2025
Q3 		– Sell
-1,580
Closed -$201K – 348
2025
Q2 		$201K Buy
+1,580
New +$171K 0.02% 332

Other funds holding CRWD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Beacon Financial Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,748 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in CRWD as recently as Q2 2025.

Beacon Financial Group first reported a position in CRWD in Q2 2025 and has held it in 2 quarters since. 680 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Beacon Financial Group held 1,748 shares of CrowdStrike worth $333K as of Q2 2026.
  • CrowdStrike was a new Beacon Financial Group position in Q2 2026.
  • CrowdStrike made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #307 holding.
  • Beacon Financial Group first reported a position in CrowdStrike in Q2 2025 and has held it in 2 quarters since.
  • 680 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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