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Beacon Financial Group’s NVIDIA NVDA Stock Holding History

Beacon Financial Group’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
92,580
+3,225
+4% +$663K 1.68% 13
2026
Q1 		$15.6M Sell
89,355
-720
-0.8% -$132K 1.55% 15
2025
Q4 		$16.8M Buy
90,075
+248
+0.3% +$46.2K 1.67% 14
2025
Q3 		$16.8M Sell
89,827
-1,279
-1% -$223K 1.65% 13
2025
Q2 		$14.4M Buy
91,106
+4,376
+5% +$551K 1.5% 14
2025
Q1 		$9.4M Sell
86,730
-35
-0% -$4.44K 1.03% 20
2024
Q4 		$11.7M Sell
86,765
-532
-0.6% -$73.3K 1.25% 15
2024
Q3 		$10.6M Buy
87,297
+2,174
+3% +$257K 1.15% 17
2024
Q2 		$10.5M Buy
85,123
+4,213
+5% +$426K 1.2% 16
2024
Q1 		$7.31M Sell
80,910
-7,040
-8% -$510K 0.84% 28
2023
Q4 		$4.36M Sell
87,950
-7,730
-8% -$358K 0.53% 53
2023
Q3 		$4.72M Sell
95,680
-32,070
-25% -$1.44M 0.67% 41
2023
Q2 		$5.21M Sell
127,750
-1,720
-1% -$57.1K 0.71% 44
2023
Q1 		$3.57M Sell
129,470
-9,340
-7% -$202K 0.5% 67
2022
Q4 		$2.06M Buy
138,810
+5,320
+4% +$78K 0.28% 89
2022
Q3 		$1.61M Sell
133,490
-3,150
-2% -$49.8K 0.25% 93
2022
Q2 		$2.31M Sell
136,640
-800
-0.6% -$15.1K 0.34% 83
2022
Q1 		$3.85M Buy
137,440
+2,060
+2% +$51.7K 0.51% 64
2021
Q4 		$4.08M Sell
135,380
-790
-0.6% -$21.7K 0.53% 59
2021
Q3 		$2.79M Sell
136,170
-378,830
-74% -$7.87M 0.37% 74
2021
Q2 		$2.4M Buy
515,000
+390,040
+312% +$6.25M 0.34% 84
2021
Q1 		$1.67M Hold
124,960
– – 0.26% 95
2020
Q4 		$1.67M Buy
124,960
+5,760
+5% +$77.1K 0.26% 95
2020
Q3 		$1.61M Buy
119,200
+4,000
+3% +$46.5K 0.29% 89
2020
Q2 		$1.06M Sell
115,200
-19,280
-14% -$156K 0.2% 111
2020
Q1 		$893K Buy
134,480
+16,080
+14% +$101K 0.2% 109
2019
Q4 		$696K Buy
118,400
+5,960
+5% +$31K 0.09% 139
2019
Q3 		$483K Buy
112,440
+3,360
+3% +$14.1K 0.08% 144
2019
Q2 		$448K Buy
+109,080
New +$452K 0.08% 149

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Beacon Financial Group increased its NVIDIA (NVDA) stake by 3.6% in Q2 2026, buying an estimated $663K and bringing the position to 92,580 shares worth $18.5M. The position accounts for 1.68% of the portfolio, ranked #13.

Beacon Financial Group first reported a position in NVDA in Q2 2019 and has held it in 29 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beacon Financial Group held 92,580 shares of NVIDIA worth $18.5M as of Q2 2026.
  • Beacon Financial Group bought 3,225 NVIDIA shares in Q2 2026, an estimated $663K.
  • NVIDIA made up 1.68% of Beacon Financial Group's portfolio in Q2 2026, its #13 holding.
  • Beacon Financial Group first reported a position in NVIDIA in Q2 2019 and has held it in 29 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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