SEC Form 13F · Q2 2026

Beacon Bank & Trust

Institutional Holdings Report (Amended)

13F-HR/AMA
$524.5M
Portfolio Value
255
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Beacon Bank & Trust
CIK
1831984
Accession No.
0001628280-26-051960
Location
Boston, MA
Form Type
13F-HR/A (Amendment)
Portfolio Value
$524.5M
Holdings Reported
255
Reporting Period
Q2 2026
Filed
August 3, 2026

About this Filing

Beacon Bank & Trust is an institutional investment manager based in Boston, MA reporting approximately $524.5M in 13(f) securities across 255 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.