Question 1

What stocks does BEACON BANK TRUST hold in its portfolio?

Accepted Answer

BEACON BANK TRUST's top stock holdings include AAPL, SPY, GOOGL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON BANK TRUST's largest stock holdings?

Accepted Answer

BEACON BANK TRUST's largest stock holdings as of their last filing include AAPL (valued at approximately $19.8 million), SPY (valued at approximately $46.9 million), GOOGL (valued at approximately $17.8 million), VGSH (valued at approximately $36.9 million), IEFA (valued at approximately $34.8 million).

Question 3

When was BEACON BANK TRUST's last SEC filing?

Accepted Answer

BEACON BANK TRUST's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON BANK TRUST recently bought or sold?

Accepted Answer

BEACON BANK TRUST's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON BANK TRUST reported?

Accepted Answer

BEACON BANK TRUST's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEACON BANK TRUST invest in?

Accepted Answer

BEACON BANK TRUST's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.