BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in C — Citigroup Inc

CIK 1654599 MORRISTOWN, NJ

Position in C

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$242,970

+$46,091 QoQ

Shares Held

1,736

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,157

of 2,621 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $65,116,814 across 10 Banks - Diversified names. C ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	164,655	$53,896,521
2	BAC	Bank Of America Corp /De/	154,719	$8,815,888
3	BNY	Bank of New York Mellon Corp	11,317	$1,636,551
4	TD	Toronto Dominion Bank	2,963	$359,797
5	C	Citigroup Inc This page	1,736	$242,970
6	WFC	Wells Fargo & Company/Mn	1,078	$89,085
7	BNS	Bank Of Nova Scotia	500	$43,420
8	RY	Royal Bank Of Canada	130	$26,906

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,970	1,736	0.0%	Shares	Sole	2026-07-08
2026-03-31	$196,879	1,736	-60.6%	Shares	Sole	2026-04-14
2025-12-31	$513,786	4,403	0.0%	Shares	Sole	2026-01-16
2025-09-30	$446,904	4,403	0.0%	Shares	Sole	2025-10-16
2025-06-30	$374,783	4,403	-1.9%	Shares	Sole	2025-07-15
2025-03-31	$318,674	4,489	+12.3%	Shares	Sole	2025-05-06
2024-12-31	$281,278	3,996	-6.8%	Shares	Sole	2025-01-17
2024-09-30	$268,303	4,286	0.0%	Shares	Sole	2024-11-14
2024-06-30	$271,989	4,286	0.0%	Shares	Sole	2024-08-14
2024-03-31	$271,046	4,286	+23.8%	Shares	Sole	2024-05-09
2021-03-31	$251,933	3,463	-17.5%	Shares	Sole	2021-05-21
2020-12-31	$258,848	4,198	-14.0%	Shares	Sole	2021-02-08
2020-09-30	$210,506	4,883	-6.4%	Shares	Sole	2020-10-29
2020-06-30	$266,639	5,218	-19.3%	Shares	Sole	2020-07-28
2020-03-31	$272,474	6,469	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.