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Beacon Investment Advisory Services’s SunCoke Energy SXC Stock Holding History

Beacon Investment Advisory Services’s Portfolio SXC Stock Details SXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.92K Hold
203
– – ﹤0.01% 736
2026
Q2 		$1.64K Hold
203
– – ﹤0.01% 761
2026
Q1 		$1.32K Buy
+203
New +$1.44K ﹤0.01% 746

Other funds holding SXC

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CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Beacon Investment Advisory Services's SXC Position: Q3 2026 in Review

Beacon Investment Advisory Services held its SunCoke Energy (SXC) position steady in Q3 2026 at 203 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Beacon Investment Advisory Services first reported a position in SXC in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold SXC as of Q3 2026.

  • Beacon Investment Advisory Services held 203 shares of SunCoke Energy worth $1.92K as of Q3 2026.
  • Beacon Investment Advisory Services left its SunCoke Energy share count unchanged in Q3 2026.
  • SunCoke Energy made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #736 holding.
  • Beacon Investment Advisory Services first reported a position in SunCoke Energy in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.