BEACON FINANCIAL GROUP

Position in BAC — Bank Of America Corp /De/

CIK 1591379 DALLAS, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,876,749

+$490,729 QoQ

Shares Held

50,487

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,242

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $24,555,467 across 5 Banks - Diversified names. BAC ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,027	$12,447,377
2	WFC	Wells Fargo & Company/Mn	76,796	$6,346,421
3	BAC	Bank Of America Corp /De/ This page	50,487	$2,876,749
4	BNY	Bank of New York Mellon Corp	17,351	$2,509,128
5	C	Citigroup Inc	2,685	$375,792

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,876,749	50,487	+3.2%	Shares	Sole	2026-07-16
2026-03-31	$2,386,020	48,944	-2.3%	Shares	Sole	2026-04-30
2025-12-31	$2,755,555	50,101	+1.2%	Shares	Sole	2026-04-01
2025-09-30	$2,554,324	49,512	+0.1%	Shares	Sole	2025-10-08
2025-06-30	$2,341,204	49,476	-7.1%	Shares	Sole	2025-07-09
2025-03-31	$2,221,621	53,238	-0.1%	Shares	Sole	2025-04-10
2024-12-31	$2,341,919	53,286	-1.8%	Shares	Sole	2025-01-29
2024-09-30	$2,152,719	54,252	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$2,140,580	53,824	+1.7%	Shares	Sole	2024-08-06
2024-03-31	$2,006,157	52,905	-22.7%	Shares	Sole	2024-05-07
2023-12-31	$2,304,206	68,435	+26.7%	Shares	Sole	2024-02-23
2023-09-30	$1,478,958	54,016	-0.3%	Shares	Sole	2023-10-16
2023-06-30	$1,554,883	54,196	-3.0%	Shares	Sole	2023-07-20
2023-03-31	$1,597,939	55,872	-3.9%	Shares	Sole	2023-04-14
2022-12-31	$1,925,795	58,146	-3.8%	Shares	Sole	2023-01-19
2022-09-30	$1,824,684	60,420	-1.9%	Shares	Sole	2022-10-13
2022-06-30	$1,917,576	61,599	-4.3%	Shares	Sole	2022-07-19
2022-03-31	$2,653,743	64,380	+3.8%	Shares	Sole	2022-04-08
2021-12-31	$2,758,291	61,998	+2.7%	Shares	Sole	2022-01-07
2021-09-30	$2,562,621	60,368	-1.2%	Shares	Sole	2021-10-13
2021-06-30	$2,518,410	61,082	-4.6%	Shares	Sole	2021-07-26
2021-03-31	$2,476,817	64,017	0.0%	Shares	Sole	2021-08-16
2020-12-31	$1,940,355	64,017	-5.2%	Shares	Sole	2021-01-15
2020-09-30	$1,626,460	67,516	+447.9%	Shares	Sole	2020-10-13
2020-06-30	$292,647	12,322	-4.6%	Shares	Sole	2020-08-05
2020-03-31	$274,079	12,910	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.