Position in BBT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$238,849
+$3,529 QoQ
Shares Held
7,844
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#194
of 289 holders
Holding Since
Sep 2022
8 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, 2026Joel Isaacson & Co., LLC holds $16,046,934 across 6 Banks - Regional names. BBT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
48,502 | $11,942,162 | |
| 2 | HAPN |
Happen, Inc.
|
120,301 | $2,495,042 | |
| 3 | MTB |
M&T Bank Corp
|
2,544 | $605,497 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
4,868 | $480,763 | |
| 5 | TFC |
Truist Financial Corp
|
5,713 | $284,621 | |
| 6 | BBT |
Beacon Financial Corp
This page
|
7,844 | $238,849 |
All Filings in BBT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,849 | 7,844 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $235,320 | 7,844 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $206,846 | 7,844 | Shares | Sole | 2026-01-30 | |
| 2025-03-31 | $204,649 | 7,844 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $223,004 | 7,844 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $211,238 | 7,844 | Shares | Sole | 2024-10-23 | |
| 2022-12-31 | $234,535 | 7,844 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $214,141 | 7,844 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||