BEACON FINANCIAL GROUP

Position in C — Citigroup Inc

CIK 1591379 DALLAS, TX

Position in C

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

Position Value

$375,792

+$109,846 QoQ

Shares Held

2,685

+14.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,870

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $24,555,467 across 5 Banks - Diversified names. C ranks #5 (1.5% 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/	50,487	$2,876,749
4	BNY	Bank of New York Mellon Corp	17,351	$2,509,128
5	C	Citigroup Inc This page	2,685	$375,792

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,792	2,685	+14.5%	Shares	Sole	2026-07-16
2026-03-31	$265,946	2,345	+3.1%	Shares	Sole	2026-04-30
2025-12-31	$265,469	2,275	—	Shares	Sole	2026-04-01
No filing history on record for this holder in this stock.