BFG
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Beacon Financial Group’s DuPont de Nemours DD Stock Holding History

Beacon Financial Group’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Sell
1,668
-22
-1% -$3.12K 0.02% 356
2026
Q1 		$232K Sell
1,690
-8
-0.5% -$1.1K 0.02% 323
2025
Q4 		$205K Sell
1,698
-2,361
-58% -$266K 0.02% 339
2025
Q3 		$397K Sell
4,059
-201
-5% -$18.9K 0.04% 258
2025
Q2 		$367K Sell
4,260
-6,089
-59% -$506K 0.04% 266
2025
Q1 		$970K Sell
10,349
-3,950
-28% -$385K 0.11% 167
2024
Q4 		$1.37M Sell
14,299
-1,450
-9% -$151K 0.15% 142
2024
Q3 		$1.76M Sell
15,749
-6,625
-30% -$675K 0.19% 125
2024
Q2 		$2.26M Sell
22,374
-616
-3% -$60.3K 0.26% 98
2024
Q1 		$2.21M Sell
22,990
-935
-4% -$83.2K 0.25% 99
2023
Q4 		$2.31M Buy
23,925
+4,360
+22% +$396K 0.28% 93
2023
Q3 		$1.89M Sell
19,565
-1,529
-7% -$144K 0.27% 92
2023
Q2 		$1.88M Sell
21,094
-831
-4% -$71.5K 0.25% 93
2023
Q1 		$1.92M Sell
21,925
-518
-2% -$47.2K 0.27% 93
2022
Q4 		$1.94M Buy
22,443
+1,312
+6% +$105K 0.26% 95
2022
Q3 		$1.34M Buy
21,131
+2,408
+13% +$172K 0.21% 106
2022
Q2 		$1.35M Sell
18,723
-433
-2% -$35.4K 0.2% 112
2022
Q1 		$1.81M Sell
19,156
-103
-0.5% -$10.1K 0.24% 100
2021
Q4 		$1.95M Sell
19,259
-7,817
-29% -$744K 0.25% 91
2021
Q3 		$2.35M Sell
27,076
-600
-2% -$55.6K 0.32% 84
2021
Q2 		$2.56M Sell
27,676
-3,708
-12% -$372K 0.36% 80
2021
Q1 		$3.27M Hold
31,384
– – 0.51% 64
2020
Q4 		$3.27M Sell
31,384
-1,949
-6% -$153K 0.51% 65
2020
Q3 		$2.32M Buy
33,333
+4,787
+17% +$335K 0.42% 73
2020
Q2 		$1.88M Sell
28,546
-6,492
-19% -$379K 0.36% 78
2020
Q1 		$1.48M Buy
35,038
+15,334
+78% +$938K 0.33% 88
2019
Q4 		$1.59M Sell
19,704
-530
-3% -$44K 0.2% 100
2019
Q3 		$1.78M Buy
20,234
+9,763
+93% +$860K 0.3% 88
2019
Q2 		$987K Buy
10,471
+355
+4% +$42.4K 0.17% 111
2019
Q1 		$1.37K Sell
10,116
-120
-1% -$16.7K 0.22% 99
2018
Q4 		$1.37M Buy
10,236
+8,609
+529% +$1.24M 0.26% 88
2018
Q3 		$265K Hold
1,627
– – 0.04% 176
2018
Q2 		$272K Buy
1,627
+79
+5% +$13.2K 0.05% 180
2018
Q1 		$250K Hold
1,548
– – 0.04% 193
2017
Q4 		$279K Sell
1,548
-29
-2% -$5.22K 0.05% 173
2017
Q3 		$276K Sell
1,577
-944
-37% -$158K 0.05% 171
2017
Q2 		$400K Buy
+2,521
New +$401K 0.08% 140
2014
Q1 		– Sell
-6,485
Closed -$732K – 169
2013
Q4 		$732K Buy
+6,485
New +$665K 0.14% 104

Other funds holding DD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Beacon Financial Group reduced its DuPont de Nemours (DD) stake by 1.3% in Q2 2026, selling an estimated $3.12K and leaving 1,668 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #356.

Beacon Financial Group first reported a position in DD in Q4 2013 and has held it in 38 quarters since. The position peaked at $3.27M in Q1 2021. 456 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Beacon Financial Group held 1,668 shares of DuPont de Nemours worth $226K as of Q2 2026.
  • Beacon Financial Group sold 22 DuPont de Nemours shares in Q2 2026, an estimated $3.12K.
  • DuPont de Nemours made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #356 holding.
  • Beacon Financial Group first reported a position in DuPont de Nemours in Q4 2013 and has held it in 38 quarters since.
  • Beacon Financial Group's DuPont de Nemours position peaked at $3.27M in Q1 2021.
  • 456 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

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