BFG
JLL icon

Beacon Financial Group’s Jones Lang LaSalle JLL Stock Holding History

Beacon Financial Group’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
1,113
-103
-8% -$32K 0.03% 302
2026
Q1 		$370K Hold
1,216
– – 0.04% 270
2025
Q4 		$409K Sell
1,216
-105
-8% -$32.9K 0.04% 254
2025
Q3 		$394K Buy
1,321
+5
+0.4% +$1.43K 0.04% 260
2025
Q2 		$337K Sell
1,316
-19
-1% -$4.36K 0.04% 276
2025
Q1 		$331K Buy
1,335
+4
+0.3% +$1.05K 0.04% 267
2024
Q4 		$337K Hold
1,331
– – 0.04% 267
2024
Q3 		$359K Sell
1,331
-10
-0.7% -$2.42K 0.04% 256
2024
Q2 		$275K Sell
1,341
-17
-1% -$3.3K 0.03% 278
2024
Q1 		$265K Sell
1,358
-50
-4% -$9.1K 0.03% 292
2023
Q4 		$266K Buy
+1,408
New +$213K 0.03% 278
2023
Q1 		– Sell
-2,369
Closed -$378K – 224
2022
Q4 		$378K Sell
2,369
-110
-4% -$17.5K 0.05% 195
2022
Q3 		$368K Buy
2,479
+25
+1% +$4.36K 0.06% 198
2022
Q2 		$427K Sell
2,454
-42
-2% -$8.37K 0.06% 192
2022
Q1 		$608K Hold
2,496
– – 0.08% 179
2021
Q4 		$669K Sell
2,496
-52
-2% -$13.4K 0.09% 175
2021
Q3 		$635K Sell
2,548
-1,964
-44% -$448K 0.09% 167
2021
Q2 		$879K Sell
4,512
-798
-15% -$156K 0.12% 143
2021
Q1 		$796K Hold
5,310
– – 0.12% 141
2020
Q4 		$796K Buy
+5,310
New +$682K 0.12% 142
2018
Q1 		– Sell
-5,373
Closed -$800K – 213
2017
Q4 		$800K Sell
5,373
-1,324
-20% -$187K 0.14% 111
2017
Q3 		$827K Buy
6,697
+124
+2% +$15.3K 0.15% 101
2017
Q2 		$813K Buy
+6,573
New +$755K 0.15% 99
2016
Q4 		– Sell
-2,699
Closed -$301K – 182
2016
Q3 		$301K Sell
2,699
-213
-7% -$23.8K 0.06% 159
2016
Q2 		$292K Buy
+2,912
New +$334K 0.06% 157

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Financial Group's JLL Position: Q2 2026 in Review

Beacon Financial Group reduced its Jones Lang LaSalle (JLL) stake by 8.5% in Q2 2026, selling an estimated $32K and leaving 1,113 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #302.

Beacon Financial Group first reported a position in JLL in Q2 2016 and has held it in 25 quarters since. The position peaked at $879K in Q2 2021. 658 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Beacon Financial Group held 1,113 shares of Jones Lang LaSalle worth $345K as of Q2 2026.
  • Beacon Financial Group sold 103 Jones Lang LaSalle shares in Q2 2026, an estimated $32K.
  • Jones Lang LaSalle made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #302 holding.
  • Beacon Financial Group first reported a position in Jones Lang LaSalle in Q2 2016 and has held it in 25 quarters since.
  • Beacon Financial Group's Jones Lang LaSalle position peaked at $879K in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.