NKE NIKE INC

Ownership history in Beacon Bank & Trust  ·  21 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported NIKE INC (NKE) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows NKE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in NIKE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NKE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bank & Trust held NKE — position size vs. price
% of Fund (quarterly)    NKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,408 -350 -9.3% 0.05% $238K 2025-10-24 $68.22
2025 Q2 REDUCED 3,758 -5,965 -61.3% 0.06% $267K 2025-07-09 $72.24
2025 Q1 REDUCED 9,723 -1,323 -12.0% 0.15% $617K 2025-04-17 $54.39
2024 Q4 REDUCED 11,046 -1,699 -13.3% 0.19% $836K 2025-01-22 $71.86
2024 Q3 REDUCED 12,745 -153 -1.2% 0.26% $1.1M 2024-10-18 $80.07
2024 Q2 REDUCED 12,898 -242 -1.8% 0.24% $972K 2024-07-12 $70.59
2024 Q1 REDUCED 13,140 -1,927 -12.8% 0.31% $1.2M 2024-04-24 $90.63
2023 Q4 REDUCED 15,067 -96 -0.6% 0.43% $1.6M 2024-01-22 $95.96
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and NKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning NKE?

Beacon Bank & Trust reported NKE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NKE position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for NKE was 0.43% in 2023 Q4.

What is the latest reported NKE position on this page?

The most recent filing on this page is 2025 Q3, when Beacon Bank & Trust reported 3,408 shares, equal to 0.05% of portfolio, with an estimated market value of $238K.

What does the chart on this NKE ownership page compare?

The chart compares Beacon Bank & Trust's quarterly NKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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