Position in RF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,113,391
+$553,027 QoQ
Shares Held
136,205
-0.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#251
of 1,095 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Beacon Capital Management, LLC holds $6,721,302 across 3 Banks - Regional names. RF ranks #1 (61.2% of the industry book) .
All Filings in RF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,113,391 | 136,205 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,560,364 | 136,308 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,799,149 | 140,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,648,210 | 138,347 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,252,557 | 138,289 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,037,332 | 139,776 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,284,920 | 139,665 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $271,607 | 11,642 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $235,570 | 11,755 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $245,639 | 11,675 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $264,632 | 13,655 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $119,487 | 6,947 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $123,794 | 6,947 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $128,935 | 6,947 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $149,776 | 6,947 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $139,806 | 6,966 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $130,611 | 6,966 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $155,061 | 6,966 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||