BFG
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Beacon Financial Group’s WPP WPP Stock Holding History

Beacon Financial Group’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184K Buy
11,904
+533
+5% +$9.49K 0.02% 374
2026
Q1 		$177K Buy
11,371
+2,050
+22% +$38.5K 0.02% 345
2025
Q4 		$209K Buy
9,321
+77
+0.8% +$1.66K 0.02% 335
2025
Q3 		$232K Buy
9,244
+1,200
+15% +$32.8K 0.02% 327
2025
Q2 		$282K Sell
8,044
-169
-2% -$6.34K 0.03% 294
2025
Q1 		$312K Buy
8,213
+154
+2% +$6.86K 0.03% 273
2024
Q4 		$414K Buy
8,059
+146
+2% +$7.71K 0.04% 239
2024
Q3 		$405K Buy
7,913
+341
+5% +$16.2K 0.04% 240
2024
Q2 		$347K Sell
7,572
-403
-5% -$20K 0.04% 251
2024
Q1 		$378K Buy
7,975
+250
+3% +$11.8K 0.04% 240
2023
Q4 		$367K Buy
7,725
+837
+12% +$37.5K 0.04% 239
2023
Q3 		$333K Sell
6,888
-81
-1% -$4.04K 0.05% 201
2023
Q2 		$357K Sell
6,969
-12
-0.2% -$675 0.05% 192
2023
Q1 		$409K Sell
6,981
-694
-9% -$40.6K 0.06% 185
2022
Q4 		$384K Sell
7,675
-203
-3% -$9.66K 0.05% 194
2022
Q3 		$323K Buy
7,878
+500
+7% +$23.5K 0.05% 207
2022
Q2 		$366K Sell
7,378
-102
-1% -$5.99K 0.05% 197
2022
Q1 		$496K Buy
7,480
+26
+0.3% +$1.94K 0.07% 194
2021
Q4 		$564K Buy
7,454
+16
+0.2% +$1.14K 0.07% 186
2021
Q3 		$338K Sell
7,438
-1,169
-14% -$78.3K 0.05% 213
2021
Q2 		$338K Hold
8,607
– – 0.05% 201
2021
Q1 		$338K Hold
8,607
– – 0.05% 191
2020
Q4 		$338K Hold
8,607
– – 0.05% 196
2020
Q3 		$338K Sell
8,607
-478
-5% -$18.9K 0.06% 176
2020
Q2 		$350K Buy
9,085
+1,763
+24% +$65.6K 0.07% 167
2020
Q1 		$233K Buy
7,322
+737
+11% +$40.1K 0.05% 165
2019
Q4 		$463K Sell
6,585
-304
-4% -$19.3K 0.06% 158
2019
Q3 		$422K Sell
6,889
-211
-3% -$12.6K 0.07% 149
2019
Q2 		$447K Buy
7,100
+406
+6% +$24.6K 0.08% 150
2019
Q1 		$353 Sell
6,694
-89,331
-93% -$4.98M 0.06% 148
2018
Q4 		$318K Buy
96,025
+90,380
+1,601% +$5.39M 0.06% 155
2018
Q3 		$414K Sell
5,645
-314
-5% -$24.5K 0.07% 143
2018
Q2 		$468K Sell
5,959
-32
-0.5% -$2.65K 0.08% 141
2018
Q1 		$477K Buy
+5,991
New +$533K 0.08% 141

Other funds holding WPP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Beacon Financial Group increased its WPP (WPP) stake by 4.7% in Q2 2026, buying an estimated $9.49K and bringing the position to 11,904 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #374.

Beacon Financial Group first reported a position in WPP in Q1 2018 and has held it in 34 quarters since. The position peaked at $564K in Q4 2021. 32 funds tracked by Wall St. Rank hold WPP as of Q2 2026.

  • Beacon Financial Group held 11,904 shares of WPP worth $184K as of Q2 2026.
  • Beacon Financial Group bought 533 WPP shares in Q2 2026, an estimated $9.49K.
  • WPP made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #374 holding.
  • Beacon Financial Group first reported a position in WPP in Q1 2018 and has held it in 34 quarters since.
  • Beacon Financial Group's WPP position peaked at $564K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held WPP as of Q2 2026.

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