IRONWOOD INVESTMENT MANAGEMENT LLC

Position in BBT — Beacon Financial Corp

CIK 1127761 BOSTON, MA

Position in BBT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,209,810

+$564,062 QoQ

Shares Held

40,327

+64.7% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

IRONWOOD INVESTMENT MANAGEMENT LLC holds $7,851,432 across 11 Banks - Regional names. BBT ranks #1 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBT	Beacon Financial Corp This page	40,327	$1,209,810
2	HBAN	Huntington Bancshares Inc /Md/	70,078	$1,096,720
3	AVBC	Avidia Bancorp, Inc.	53,635	$1,055,000
4	PNFP	Pinnacle Financial Partners, Inc.	11,327	$975,707
5	FITB	Fifth Third Bancorp	17,398	$808,311
6	TCBK	Trico Bancshares /	14,611	$694,606
7	WSFS	Wsfs Financial Corp	9,270	$606,814
8	BANC	Banc Of California, Inc.	32,686	$574,619

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,209,810	40,327	+64.7%	Shares	Sole	2026-05-15
2025-12-31	$645,748	24,488	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$581,867	24,541	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$619,539	24,742	-3.7%	Shares	Sole	2025-08-13
2025-03-31	$670,069	25,683	+60.3%	Shares	Sole	2025-05-15
2024-12-31	$455,420	16,019	+1.6%	Shares	Sole	2025-02-10
2024-09-30	$424,659	15,769	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$350,253	15,362	-1.7%	Shares	Sole	2024-08-16
2024-03-31	$358,216	15,629	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$383,027	15,426	-1.9%	Shares	Sole	2024-02-14
2023-09-30	$315,206	15,721	-2.3%	Shares	Sole	2023-11-16
2023-06-30	$333,566	16,091	-2.8%	Shares	Sole	2023-08-11
2023-03-31	$414,793	16,552	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$502,469	16,805	-2.4%	Shares	Sole	2023-01-31
2022-09-30	$470,215	17,224	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$425,598	17,182	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$497,385	17,169	+1.3%	Shares	Sole	2022-05-10
2021-12-31	$482,059	16,956	+2.5%	Shares	Sole	2022-02-10
2021-09-30	$446,384	16,545	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$452,977	16,526	-2.1%	Shares	Sole	2021-08-16
2021-03-31	$376,962	16,889	+12.7%	Shares	Sole	2021-05-14
2020-12-31	$256,628	14,990	-12.9%	Shares	Sole	2021-02-12
2020-09-30	$174,063	17,217	-0.2%	Shares	Sole	2020-11-13
2020-06-30	$190,106	17,251	-17.5%	Shares	Sole	2020-08-17
2020-03-31	$310,871	20,920	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.