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Cerity Partners LLC

Position in BBT — Beacon Financial Corp

CIK 1566475 NEW YORK, NY

Position in BBT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,709,004
-$100,866 QoQ
Shares Held
56,125
-7.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 295 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority Sole 1% Shared 15% None 84%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. BBT ranks #64 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,709,004 56,125
2026-03-31 $1,809,870 60,329
2025-12-31 $1,555,169 58,975
2025-09-30 $1,198,825 50,562
2025-06-30 $208,483 8,326
2024-09-30 $212,343 7,885
2023-03-31 $14,710 587