Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

All 13F Filings

Location
Concord, MA
Most recent 13F
Q4 2025
Holdings value ($000)
834,162
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 499 834,162 13F-HR Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Q3 2025 10/24/2025 514 845,383 13F-HR Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Q2 2025 8/4/2025 467 723,981 13F-HR Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 665.5 K 79.9% 0 15.07 K -15.07 K
ETFs 154.7 K 18.6% 3.576 K 0 3.576 K
Debt 11.14 K 1.3% 521 0 521
Other 2.044 K 0.2% 0 236 -236
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
834,162
Holdings
499
QoQ value change ($000)
-11,221 (-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.