KFAS
SAM icon

Keating Financial Advisory Services’s Boston Beer SAM Stock Holding History

Keating Financial Advisory Services’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 		$708 Sell
4
-33
-89% -$6.69K ﹤0.01% 2274
2026
Q1 		$8.53K Buy
37
+34
+1,133% +$7.65K ﹤0.01% 1195
2025
Q4 		$585 Buy
+3
New +$619 ﹤0.01% 1921

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Keating Financial Advisory Services's SAM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Boston Beer (SAM) stake by 89% in Q2 2026, selling an estimated $6.69K and leaving 4 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Keating Financial Advisory Services first reported a position in SAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.53K in Q1 2026. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Keating Financial Advisory Services held 4 shares of Boston Beer worth $708 as of Q2 2026.
  • Keating Financial Advisory Services sold 33 Boston Beer shares in Q2 2026, an estimated $6.69K.
  • Boston Beer made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2274 holding.
  • Keating Financial Advisory Services first reported a position in Boston Beer in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Boston Beer position peaked at $8.53K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.