Position in CMCSA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$247,135
+$25,950 QoQ
Shares Held
8,608
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
7 quarters on record
Common Shares in CMCSA Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $333,681 across 1 Telecom Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
7,881 | $333,681 |
All Filings in CMCSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,135 | 8,608 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $221,185 | 7,400 | Shares | Other | 2026-02-13 | |
| 2022-12-31 | $209,819 | 6,000 | Shares | Other | 2023-02-13 | |
| 2022-06-30 | $211,895 | 5,400 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $248,145 | 5,300 | Shares | Other | 2022-05-12 | |
| 2021-06-30 | $239,483 | 4,200 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $212,760 | 3,932 | Shares | Other | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||