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BEACON FINANCIAL GROUP

Position in VRT — Vertiv Holdings Co

CIK 1591379 DALLAS, TX

Position in VRT

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$228,012
New position
Shares Held
681
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,708
of 2,035 holders
Holding Since
Jun 2026
1 quarter on record

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $760,106 across 2 Electrical Equipment & Parts names. VRT ranks #2 (30.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VRT
Vertiv Holdings Co
This page
681 $228,012

All Filings in VRT

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $228,012 681