William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  Mutual Beacon Fd CL Z (BEGRX)
← All BEGRX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q3 0 0.00 Sell 100.00% <0.01 $16.69–18.44 SEC
2007   Q2 11,344 <0.01 $18.15 $205,893 SEC
2007   Q1 11,344 <0.01 $17.40 $197,385 SEC
2006   Q4 11,344 <0.01 $16.71 $189,557 SEC
2006   Q3 11,344 <0.01 Reduce 76.80% 0.01 $15.66–16.86 $191,146 SEC
2006   Q2 48,894 0.02 Add 331.01% 0.01 $15.66–17.12 $746,377 SEC
2006   Q1 11,344 <0.01 $16.66 $188,990 SEC
2005   Q4 11,344 <0.01 Reduce 84.86% 0.02 $15.52–17.30 $176,058 SEC
2005   Q3 74,914 0.03 Reduce 12.54% <0.01 $16.24–17.01 $827,908 SEC
2005   Q2 85,657 0.01 Reduce 1.77% <0.01 $15.74–16.50 $892,053 SEC
2005   Q1 87,203 0.01 Add 668.71% 0.01 $15.54–16.28 $890,700 SEC
2004   Q4 11,344 <0.01 Reduce 6.64% <0.01 $14.79–16.12 $180,823 SEC
2004   Q3 12,151 <0.01 $14.94 $181,535 SEC
2004   Q2 12,151 <0.01 Reduce 36.12% <0.01 $14.10–15.08 $179,227 SEC
2004   Q1 19,022 0.02 Add 53.54% <0.01 $14.44–15.09 $835,874 SEC
2003   Q4 12,389 0.03 Add 0.26% <0.01 $13.04–14.39 $977,821 SEC
2003   Q3 12,357 <0.01 $12.91 $159,532 SEC
2003   Q2 12,357 0.01 Buy 0.01 $11.02–12.57 $153,601 SEC