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Beacon Financial Group’s Seagate STX Stock Holding History

Beacon Financial Group’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
+362
New +$276K 0.03% 300
2014
Q2 		– Sell
-4,400
Closed -$242K – 162
2014
Q1 		$242K Buy
+4,400
New +$236K 0.05% 158

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Beacon Financial Group opened a new position in Seagate (STX) in Q2 2026: 362 shares worth $349K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in STX as recently as Q1 2014.

Beacon Financial Group first reported a position in STX in Q1 2014 and has held it in 2 quarters since. 1,957 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Beacon Financial Group held 362 shares of Seagate worth $349K as of Q2 2026.
  • Seagate was a new Beacon Financial Group position in Q2 2026.
  • Seagate made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #300 holding.
  • Beacon Financial Group first reported a position in Seagate in Q1 2014 and has held it in 2 quarters since.
  • 1,957 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

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