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Manager record

Beacon Bank & Trust

Boston, MA · CIK 1831984 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$524.47MReported 13F valueQ2 2026 · as filed
255Holdings listed
+7.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $438.1M$438.1MQ2 2025254 holdingsQ3 2025: $464.5M$464.5MQ3 2025262 holdingsQ4 2025: $492.8M$492.8MQ4 2025259 holdingsQ1 2026: $487.7M$487.7MQ1 2026252 holdingsQ2 2026: $524.5M$524.5MQ2 2026255 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR/A · period Q2 2026

$524.47M · 255 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$518.12M · 251 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$487.68M · 252 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$492.85M · 259 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$464.48M · 262 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$438.12M · 254 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology