Ownership history in BEACON FINANCIAL GROUP · 11 quarters on record
This page tracks every 13F SEC filing in which BEACON FINANCIAL GROUP reported a position in WHIRLPOOL CORP (WHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 1,980 | -1,093 | -35.6% | 0.02% | $201K | $97.88 |
| 2024 Q4 | REDUCED | 3,073 | -120 | -3.8% | 0.04% | $352K | $106.32 |
| 2024 Q3 | REDUCED | 3,193 | -348 | -9.8% | 0.04% | $342K | $97.85 |
| 2024 Q2 | ADDED | 3,541 | +64 | +1.8% | 0.04% | $362K | $91.87 |
| 2024 Q1 | REDUCED | 3,477 | -1,663 | -32.4% | 0.05% | $416K | $105.55 |
| 2020 Q1 | UNCHANGED | 5,140 | — | 0% | 0.10% | $758K | $64.38 |
| 2019 Q4 | ADDED | 5,140 | +1,208 | +30.7% | 0.10% | $758K | $109.73 |
| 2019 Q3 | REDUCED | 3,932 | -133 | -3.3% | 0.10% | $611K | $116.84 |
| 2019 Q2 | UNCHANGED | 4,065 | — | 0% | 0.10% | $579K | $104.12 |
| 2019 Q1 | ADDED | 4,065 | +119 | +3.0% | 0.09% | $540K | $96.30 |
As of 2025 Q4 — sorted by position size