Financial Perspectives, Inc ONC BEIGENE LTD

Ownership history in Financial Perspectives, Inc  ·  11 quarters on record

AI Ownership Summary

Financial Perspectives, Inc reported BEIGENE LTD (ONC) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows ONC at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ONC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Perspectives, Inc's position in BEIGENE LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ONC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Perspectives, Inc held ONC — position size vs. price
% of Fund (quarterly)    ONC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 588 0% 0.04% $168K 2026-07-24 $nan
2026 Q1 UNCHANGED 588 0% 0.05% $175K 2026-05-11 $310.75
2025 Q4 UNCHANGED 588 0% 0.05% $179K 2026-01-28 $350.00
2025 Q3 UNCHANGED 588 0% 0.06% $200K 2025-10-22 $313.54
2025 Q2 UNCHANGED 588 0% 0.04% $142K 2025-07-30 $299.94
2025 Q1 UNCHANGED 588 0% 0.05% $160K 2025-04-18 $230.98
2024 Q4 REDUCED 32.3% +47.4% 588 -281 -32.3% 0.04% $109K 2025-02-03 $223.37
2024 Q3 UNCHANGED 869 0% 0.07% $195K 2024-10-17 $212.39
2024 Q2 UNCHANGED 869 0% 0.05% $124K 2024-08-09 $182.76
2024 Q1 UNCHANGED 869 0% 0.05% $136K 2024-04-19 $129.52
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Perspectives, Inc and ONC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Perspectives, Inc reported owning ONC?

Financial Perspectives, Inc reported ONC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ONC position in Financial Perspectives, Inc's portfolio?

The largest reported portfolio weight for ONC was 0.07% in 2024 Q3.

What is the latest reported ONC position on this page?

The most recent filing on this page is 2026 Q2, when Financial Perspectives, Inc reported 588 shares, equal to 0.04% of portfolio, with an estimated market value of $168K.

What does the chart on this ONC ownership page compare?

The chart compares Financial Perspectives, Inc's quarterly ONC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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