Position in BBT
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$57,641
+$851 QoQ
Shares Held
1,893
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 294 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026BROWN, LISLE/CUMMINGS, INC. holds $5,498,547 across 35 Banks - Regional names. BBT ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WASH |
Washington Trust Bancorp Inc
|
52,765 | $1,924,867 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
25,925 | $1,816,564 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,294 | $1,303,488 | |
| 4 | TFC |
Truist Financial Corp
|
1,340 | $66,758 | |
| 5 | CBU |
Community Financial System, Inc.
|
975 | $65,442 | |
| 6 | VLY |
Valley National Bancorp
|
4,400 | $64,460 | |
| 7 | BBT |
Beacon Financial Corp
This page
|
1,893 | $57,641 | |
| 8 | AROW |
Arrow Financial Corp
|
1,332 | $54,598 |
All Filings in BBT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,641 | 1,893 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 | $56,790 | 1,893 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $49,918 | 1,893 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,883 | 1,893 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||