BHWA
REVG

Beacon Harbor Wealth Advisors’s REV Group REVG Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio REVG Stock Details REVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-99,265
Closed -$5.63M – 79
2025
Q3 		$5.63M Buy
+99,265
New +$5.27M 1.31% 38

Other funds holding REVG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Harbor Wealth Advisors's REVG Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of REV Group (REVG) in Q4 2025, closing a stake of 99,265 shares — an estimated $5.63M sold.

Beacon Harbor Wealth Advisors first reported a position in REVG in Q3 2025 and held it in 1 quarter. The position peaked at $5.63M in Q3 2025. 323 funds tracked by Wall St. Rank hold REVG as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining REV Group position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 99,265 REV Group shares in Q4 2025, an estimated $5.63M.
  • Beacon Harbor Wealth Advisors first reported a position in REV Group in Q3 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's REV Group position peaked at $5.63M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held REV Group as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.