Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK 1748861
13F filing for Q2 2026・No. 2,748
- Holdings
- US$902.79M
- Quarter change
- +US$84.51M
- Entries
- 493
- Net bought (estimate)
- −US$11.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 72
- Sold out 68
- Cut 211
- Added 196
- Corporate actions 2
- Unchanged 14
Largest holdings
493 stocks worth US$902.79M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 1,100,905 | US$54.25M | 6.01% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 114,793 | US$42.48M | 4.71% |
| AAPLAppleCOM | Cut | 84,986 | US$24.59M | 2.72% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 508,997 | US$23.15M | 2.56% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 33,134 | US$22.76M | 2.52% |
| NVDANvidiaCOM | Added | 111,821 | US$22.37M | 2.48% |
| AMZNAmazonCOM | Cut | 86,413 | US$20.6M | 2.28% |
| IVVISHARES TRCORE S&P500 ETF | Added | 26,472 | US$19.82M | 2.20% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 196,224 | US$16.9M | 1.87% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 27,128 | US$13.57M | 1.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.