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Curi Capital, LLC

Position in BBT — Beacon Financial Corp

CIK 1332905 CHICAGO, IL

Position in BBT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,097,398
+$993,798 QoQ
Shares Held
200,243
+17.7% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#52
of 295 holders
Holding Since
Dec 2025
3 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

Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. BBT ranks #25 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,097,398 200,243
2026-03-31 $5,103,600 170,120
2025-12-31 $2,298,988 87,182