Advertisement
Screener

BEACON INVESTMENT ADVISORY SERVICES, INC. Last Quarter Change: Foreign Bonds: Zero-Coupon Convertibles, Added

BEACON INVESTMENT ADVISORY SERVICES, INC. quarter change: Foreign Bonds: Zero-Coupon Convertibles, Added

In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, BEACON INVESTMENT ADVISORY SERVICES, INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1654599): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Krane Funds Advisors LLCUnited States$2.435B173
LEAVELL INVESTMENT MANAGEMENT, INC.United States$2.439B604
GHP Investment Advisors, Inc.United States$2.430B1,637
SBI Okasan Asset Management Co.Ltd.Japan$2.440B321
TOYOTA MOTOR CORP/Japan$2.441B5
Quantbot Technologies LPUnited States$2.444B1,650
Ruffer LLPUnited Kingdom$2.444B176
BLB&B Advisors, LLCUnited States$2.421B384
Purpose Unlimited Inc.Canada$2.420B827
NORTHEAST INVESTMENT MANAGEMENTUnited States$2.417B189