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Beacon Financial Group’s SLB Ltd SLB Stock Holding History

Beacon Financial Group’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,021
Closed -$210K – 351
2025
Q1 		$210K Buy
+5,021
New +$206K 0.02% 324
2020
Q1 		– Sell
-61,198
Closed -$2.46M – 183
2019
Q4 		$2.46M Buy
61,198
+4,442
+8% +$159K 0.31% 72
2019
Q3 		$2.05M Sell
56,756
-28,763
-34% -$1.05M 0.35% 78
2019
Q2 		$1.91M Buy
85,519
+33,910
+66% +$1.37M 0.33% 84
2019
Q1 		$2.25K Buy
51,609
+2,583
+5% +$112K 0.37% 74
2018
Q4 		$1.79M Buy
49,026
+3,850
+9% +$190K 0.34% 76
2018
Q3 		$2.75M Buy
45,176
+13,510
+43% +$870K 0.46% 67
2018
Q2 		$2.12M Sell
31,666
-887
-3% -$60.9K 0.36% 74
2018
Q1 		$2.11M Sell
32,553
-238
-0.7% -$16.6K 0.36% 74
2017
Q4 		$2.21M Buy
32,791
+14,643
+81% +$949K 0.38% 66
2017
Q3 		$1.27M Sell
18,148
-1,242
-6% -$82.1K 0.23% 81
2017
Q2 		$1.27M Buy
19,390
+1,119
+6% +$80.2K 0.24% 80
2017
Q1 		$1.42M Sell
18,271
-2,083
-10% -$170K 0.27% 76
2016
Q4 		$1.71M Buy
20,354
+3,889
+24% +$319K 0.35% 64
2016
Q3 		$1.27M Buy
16,465
+188
+1% +$14.9K 0.27% 73
2016
Q2 		$1.27M Sell
16,277
-14,133
-46% -$1.08M 0.28% 67
2016
Q1 		$2.26M Sell
30,410
-1,331
-4% -$93.6K 0.49% 54
2015
Q4 		$2.21M Sell
31,741
-1,862
-6% -$139K 0.51% 51
2015
Q3 		$2.32M Sell
33,603
-1,072
-3% -$84.9K 0.57% 51
2015
Q2 		$2.97M Sell
34,675
-5,252
-13% -$474K 0.64% 47
2015
Q1 		$3.37M Sell
39,927
-1,535
-4% -$128K 0.75% 46
2014
Q4 		$3.58M Buy
41,462
+31,300
+308% +$2.88M 0.74% 50
2014
Q3 		$1.05M Buy
10,162
+3,096
+44% +$338K 0.23% 83
2014
Q2 		$832K Sell
7,066
-500
-7% -$51.5K 0.18% 86
2014
Q1 		$738K Sell
7,566
-7,085
-48% -$641K 0.15% 93
2013
Q4 		$1.31M Buy
14,651
+1,235
+9% +$112K 0.25% 81
2013
Q3 		$1.19M Buy
+13,416
New +$1.1M 0.26% 80

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beacon Financial Group's SLB Position: Q2 2025 in Review

Beacon Financial Group sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 5,021 shares — an estimated $210K sold.

Beacon Financial Group first reported a position in SLB in Q3 2013 and held it in 27 quarters. The position peaked at $3.58M in Q4 2014. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Beacon Financial Group reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Group sold 5,021 SLB Ltd shares in Q2 2025, an estimated $210K.
  • Beacon Financial Group first reported a position in SLB Ltd in Q3 2013 and held it in 27 quarters.
  • Beacon Financial Group's SLB Ltd position peaked at $3.58M in Q4 2014.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Beacon Financial Group's 13F filing for Q2 2025, filed 9 Jul 2025.