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IRONWOOD INVESTMENT MANAGEMENT LLC

Position in BBT — Beacon Financial Corp

CIK 1127761 BOSTON, MA

Position in BBT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,228,261
+$18,451 QoQ
Shares Held
40,337
+0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#98
of 292 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

IRONWOOD INVESTMENT MANAGEMENT LLC holds $8,623,244 across 11 Banks - Regional names. BBT ranks #2 (14.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BBT
Beacon Financial Corp
This page
40,337 $1,228,261

All Filings in BBT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,228,261 40,337
2026-03-31 $1,209,810 40,327
2025-12-31 $645,748 24,488
2025-09-30 $581,867 24,541
2025-06-30 $619,539 24,742
2025-03-31 $670,069 25,683
2024-12-31 $455,420 16,019
2024-09-30 $424,659 15,769
2024-06-30 $350,253 15,362
2024-03-31 $358,216 15,629
2023-12-31 $383,027 15,426
2023-09-30 $315,206 15,721
2023-06-30 $333,566 16,091
2023-03-31 $414,793 16,552
2022-12-31 $502,469 16,805
2022-09-30 $470,215 17,224
2022-06-30 $425,598 17,182
2022-03-31 $497,385 17,169
2021-12-31 $482,059 16,956
2021-09-30 $446,384 16,545
2021-06-30 $452,977 16,526
2021-03-31 $376,962 16,889
2020-12-31 $256,628 14,990
2020-09-30 $174,063 17,217
2020-06-30 $190,106 17,251
2020-03-31 $310,871 20,920