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Beacon Financial Strategies’s Advance Auto Parts AAP Stock Holding History

Beacon Financial Strategies’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5K Hold
394
– – 0.01% 140
2026
Q1 		$20.8K Hold
394
– – 0.01% 113
2025
Q4 		$15.5K Buy
+394
New +$19.7K 0.01% 130

Other funds holding AAP

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Beacon Financial Strategies's AAP Position: Q2 2026 in Review

Beacon Financial Strategies held its Advance Auto Parts (AAP) position steady in Q2 2026 at 394 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #140.

Beacon Financial Strategies first reported a position in AAP in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold AAP as of Q2 2026.

  • Beacon Financial Strategies held 394 shares of Advance Auto Parts worth $24.5K as of Q2 2026.
  • Beacon Financial Strategies left its Advance Auto Parts share count unchanged in Q2 2026.
  • Advance Auto Parts made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #140 holding.
  • Beacon Financial Strategies first reported a position in Advance Auto Parts in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.