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Godfrey Financial Associates’s Boston Beer SAM Stock Holding History

Godfrey Financial Associates’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Buy
6
+5
+500% +$1.01K ﹤0.01% 784
2026
Q1 		$230 Hold
1
– – ﹤0.01% 990
2025
Q4 		$195 Buy
+1
New +$206 ﹤0.01% 983

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Godfrey Financial Associates's SAM Position: Q2 2026 in Review

Godfrey Financial Associates increased its Boston Beer (SAM) stake by 500% in Q2 2026, buying an estimated $1.01K and bringing the position to 6 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Godfrey Financial Associates first reported a position in SAM in Q4 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Godfrey Financial Associates held 6 shares of Boston Beer worth $1.06K as of Q2 2026.
  • Godfrey Financial Associates bought 5 Boston Beer shares in Q2 2026, an estimated $1.01K.
  • Boston Beer made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #784 holding.
  • Godfrey Financial Associates first reported a position in Boston Beer in Q4 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.