Position in XYL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$301,908
-$14,647 QoQ
Shares Held
2,554
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#749
of 1,089 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Beacon Bank & Trust holds $4,232,540 across 3 Specialty Industrial Machinery names. XYL ranks #3 (7.1% of the industry book) .
All Filings in XYL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,908 | 2,554 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $316,555 | 2,649 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $381,031 | 2,798 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $704,460 | 4,776 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $631,018 | 4,878 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $582,725 | 4,878 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $509,095 | 4,388 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $599,263 | 4,438 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $602,332 | 4,441 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $601,999 | 4,658 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $444,746 | 3,889 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $349,373 | 3,838 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $418,946 | 3,720 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $274,942 | 2,626 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $305,062 | 2,759 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $238,405 | 2,729 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||