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LPL Financial LLC

Position in BBT — Beacon Financial Corp

CIK 1403438 FORT MILL, SC

Position in BBT

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$6,498,330
+$797,321 QoQ
Shares Held
216,611
+0.2% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. BBT ranks #23 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

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20 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,498,330 216,611
2025-12-31 $5,701,009 216,193
2025-09-30 $5,145,330 217,011
2025-06-30 $5,190,090 207,272
2025-03-31 $5,388,002 206,516
2024-12-31 $5,856,864 206,010
2024-09-30 $5,552,050 206,166
2024-06-30 $4,697,028 206,010
2024-03-31 $4,721,657 206,006
2023-12-31 $5,184,950 208,818
2023-09-30 $4,189,387 208,947
2023-06-30 $4,287,627 206,832
2023-03-31 $5,226,889 208,575
2022-12-31 $6,283,156 210,139
2022-09-30 $1,367,975 50,109
2022-06-30 $226,373 9,139
2022-03-31 $264,380 9,126
2021-12-31 $258,855 9,105
2021-09-30 $245,113 9,085
2021-06-30 $248,279 9,058