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HoldCo Asset Management, LP

Position in BBT — Beacon Financial Corp

CIK 1724246 FORT LAUDERDALE, FL

Position in BBT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$68,908,350
+$7,078,350 QoQ
Shares Held
2,263,000
+9.8% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
4.42%
of 13F equity value
Holder Rank
#9
of 295 holders
Holding Since
Dec 2020
16 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

HoldCo Asset Management, LP holds $1,556,005,928 across 28 Banks - Regional names. BBT ranks #10 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $68,908,350 2,263,000
2026-03-31 $61,830,000 2,061,000
2025-12-31 $54,348,570 2,061,000
2023-12-31 $9,974,086 401,695
2023-09-30 $8,053,984 401,695
2023-06-30 $8,327,137 401,695
2023-03-31 $10,066,476 401,695
2022-12-31 $11,927,797 398,923
2022-09-30 $10,890,597 398,923
2022-06-30 $9,881,322 398,923
2022-03-31 $48,472,661 1,673,202
2021-12-31 $47,554,263 1,672,679
2021-09-30 $45,128,879 1,672,679
2021-06-30 $45,848,131 1,672,679
2021-03-31 $37,334,195 1,672,679
2020-12-31 $14,466,348 844,997