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Beacon Investment Advisory Services’s Oil-Dri ODC Stock Holding History

Beacon Investment Advisory Services’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.4K Hold
650
– – ﹤0.01% 385
2026
Q1 		$42.3K Buy
+650
New +$39.6K ﹤0.01% 454

Other funds holding ODC

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Beacon Investment Advisory Services's ODC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Oil-Dri (ODC) position steady in Q2 2026 at 650 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Beacon Investment Advisory Services first reported a position in ODC in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ODC as of Q2 2026.

  • Beacon Investment Advisory Services held 650 shares of Oil-Dri worth $66.4K as of Q2 2026.
  • Beacon Investment Advisory Services left its Oil-Dri share count unchanged in Q2 2026.
  • Oil-Dri made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #385 holding.
  • Beacon Investment Advisory Services first reported a position in Oil-Dri in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Oil-Dri as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.