BEACON FINANCIAL GROUP

Position in UPBD — Upbound Group, Inc.

CIK 1591379 DALLAS, TX

Position in UPBD

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

Position Value

$1,615,011

+$243,374 QoQ

Shares Held

76,108

+0.2% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#83

of 256 holders

Holding Since

Sep 2025

4 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $3,118,424 across 6 Software - Application names. UPBD ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPBD	Upbound Group, Inc. This page	76,108	$1,615,011
2	SNOW	Snowflake Inc.	1,983	$504,673
3	ADP	Automatic Data Processing Inc	1,290	$288,895
4	SAP	Sap SE	1,781	$274,469
5	CRM	Salesforce, Inc.	1,481	$232,013
6	ADSK	Autodesk, Inc.	1,046	$203,363

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,615,011	76,108	+0.2%	Shares	Sole	2026-07-16
2026-03-31	$1,371,637	75,991	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$1,333,102	75,917	+0.1%	Shares	Sole	2026-04-01
2025-09-30	$1,792,949	75,876	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.