Beacon Investment Advisory Services’s Eagle Capital Growth Fund GRF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.3K Hold
1,400
﹤0.01% 591
2026
Q1
$14.1K Buy
+1,400
New +$15K ﹤0.01% 600

Other funds holding GRF

Beacon Investment Advisory Services's GRF Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Eagle Capital Growth Fund (GRF) position steady in Q2 2026 at 1,400 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Beacon Investment Advisory Services first reported a position in GRF in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold GRF as of Q2 2026.

  • Beacon Investment Advisory Services held 1,400 shares of Eagle Capital Growth Fund worth $14.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Eagle Capital Growth Fund share count unchanged in Q2 2026.
  • Eagle Capital Growth Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #591 holding.
  • Beacon Investment Advisory Services first reported a position in Eagle Capital Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.