Skip to main content

Curi Capital, LLC

Position in BBT — Beacon Financial Corp

CIK 1332905 CHICAGO, IL

Position in BBT

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$5,103,600
+$2,804,612 QoQ
Shares Held
170,120
+95.1% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026

Curi Capital, LLC holds $348,889,036 across 74 Banks - Regional names. BBT ranks #23 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,103,600 170,120
2025-12-31 $2,298,988 87,182