NVDA NVIDIA CORPORATION

Ownership history in Beacon Bank & Trust  ·  22 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported NVIDIA CORPORATION (NVDA) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.78% in 2025 Q3. The latest visible filing shows NVDA at 3.22% 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 NVDA 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 NVIDIA CORPORATION, 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 Q4

NVDA was reported at 3.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.78% in 2025 Q3

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 Q4

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 NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 85,014 -9,056 -9.6% 3.22% $15.9M 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED 94,070 -2,310 -2.4% 3.78% $17.6M 2025-10-24 $186.24
2025 Q2 REDUCED 96,380 -3,379 -3.4% 3.48% $15.2M 2025-07-09 $162.85
2025 Q1 REDUCED 99,759 -6,549 -6.2% 2.63% $10.8M 2025-04-17 $101.47
2024 Q4 REDUCED 106,308 -1,422 -1.3% 3.32% $14.3M 2025-01-22 $147.02
2024 Q3 REDUCED 107,730 -12,490 -10.4% 3.07% $13.1M 2024-10-18 $137.95
2024 Q2 ADDED 120,220 +106,876 +800.9% 3.73% $14.9M 2024-07-12 $129.18
2024 Q1 REDUCED 13,344 -2,513 -15.8% 3.00% $12.1M 2024-04-24 $79.63
2023 Q4 REDUCED 15,857 -1,171 -6.9% 2.08% $7.9M 2024-01-22 $59.62
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and NVDA

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 NVDA?

Beacon Bank & Trust reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for NVDA was 3.78% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 85,014 shares, equal to 3.22% of portfolio, with an estimated market value of $15.9M.

What does the chart on this NVDA ownership page compare?

The chart compares Beacon Bank & Trust's quarterly NVDA 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.

← Back to Beacon Bank & Trust Holdings