BEACON FINANCIAL GROUP

Position in JLL — Jones Lang Lasalle Inc

CIK 1591379 DALLAS, TX

Position in JLL

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

Position Value

$344,974

-$25,079 QoQ

Shares Held

1,113

-8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#432

of 657 holders

Holding Since

Dec 2020

20 quarters on record

Real Estate · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $344,974 across 1 Real Estate Services name. JLL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JLL	Jones Lang Lasalle Inc This page	1,113	$344,974

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,974	1,113	-8.5%	Shares	Sole	2026-07-16
2026-03-31	$370,053	1,216	0.0%	Shares	Sole	2026-04-30
2025-12-31	$409,147	1,216	-7.9%	Shares	Sole	2026-04-01
2025-09-30	$394,027	1,321	+0.4%	Shares	Sole	2025-10-08
2025-06-30	$336,606	1,316	-1.4%	Shares	Sole	2025-07-09
2025-03-31	$330,959	1,335	+0.3%	Shares	Sole	2025-04-10
2024-12-31	$336,929	1,331	0.0%	Shares	Sole	2025-01-29
2024-09-30	$359,117	1,331	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$275,280	1,341	-1.3%	Shares	Sole	2024-08-06
2024-03-31	$264,932	1,358	-3.6%	Shares	Sole	2024-05-07
2023-12-31	$265,928	1,408	-40.6%	Shares	Sole	2024-02-23
2022-12-31	$377,547	2,369	-4.4%	Shares	Sole	2023-01-19
2022-09-30	$374,502	2,479	+1.0%	Shares	Sole	2022-10-13
2022-06-30	$429,106	2,454	-1.7%	Shares	Sole	2022-07-19
2022-03-31	$597,692	2,496	0.0%	Shares	Sole	2022-04-08
2021-12-31	$672,272	2,496	-2.0%	Shares	Sole	2022-01-07
2021-09-30	$632,133	2,548	-43.5%	Shares	Sole	2021-10-13
2021-06-30	$881,915	4,512	-15.0%	Shares	Sole	2021-07-26
2021-03-31	$950,702	5,310	0.0%	Shares	Sole	2021-08-16
2020-12-31	$787,844	5,310	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.