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Beacon Financial Group’s Tesla TSLA Stock Holding History

Beacon Financial Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
4,154
+374
+10% +$149K 0.16% 133
2026
Q1 		$1.41M Sell
3,780
-162
-4% -$66.7K 0.14% 146
2025
Q4 		$1.77M Buy
3,942
+82
+2% +$36.3K 0.18% 126
2025
Q3 		$1.72M Buy
3,860
+750
+24% +$260K 0.17% 134
2025
Q2 		$988K Buy
3,110
+937
+43% +$282K 0.1% 168
2025
Q1 		$563K Buy
2,173
+480
+28% +$160K 0.06% 203
2024
Q4 		$684K Buy
1,693
+189
+13% +$60.8K 0.07% 187
2024
Q3 		$394K Buy
1,504
+87
+6% +$19.8K 0.04% 246
2024
Q2 		$280K Buy
+1,417
New +$248K 0.03% 276
2024
Q1 		– Sell
-912
Closed -$227K – 336
2023
Q4 		$227K Buy
+912
New +$217K 0.03% 294
2021
Q2 		– Sell
-3,063
Closed -$874K – 212
2021
Q1 		$874K Hold
3,063
– – 0.14% 135
2020
Q4 		$874K Buy
+3,063
New +$523K 0.14% 136

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Beacon Financial Group increased its Tesla (TSLA) stake by 9.9% in Q2 2026, buying an estimated $149K and bringing the position to 4,154 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #133.

Beacon Financial Group first reported a position in TSLA in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.77M in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Beacon Financial Group held 4,154 shares of Tesla worth $1.75M as of Q2 2026.
  • Beacon Financial Group bought 374 Tesla shares in Q2 2026, an estimated $149K.
  • Tesla made up 0.16% of Beacon Financial Group's portfolio in Q2 2026, its #133 holding.
  • Beacon Financial Group first reported a position in Tesla in Q4 2020 and has held it in 12 quarters since.
  • Beacon Financial Group's Tesla position peaked at $1.77M in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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