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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
2024
Q3 		– Sell
-2,000
Closed -$247K – 337
2024
Q2 		$247K Hold
2,000
– – 0.03% 292
2024
Q1 		$181K Buy
+2,000
New +$145K 0.02% 312

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.