SlateStone Wealth, LLC

Position in BBT — Beacon Financial Corp

CIK 1764049 JUPITER, FL

Position in BBT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$351,941

+$4,541 QoQ

Shares Held

11,558

-0.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#169

of 292 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SlateStone Wealth, LLC holds $10,493,561 across 4 Banks - Regional names. BBT ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	125,984	$7,609,433
2	KEY	Keycorp /New/	92,434	$2,130,603
3	PNC	Pnc Financial Services Group, Inc.	1,631	$401,584
4	BBT	Beacon Financial Corp This page	11,558	$351,941

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,941	11,558	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$347,400	11,580	-4.6%	Shares	Sole	2026-05-14
2025-12-31	$320,052	12,137	0.0%	Shares	Sole	2026-02-11
2025-09-30	$287,768	12,137	+6.7%	Shares	Sole	2025-11-05
2025-06-30	$284,704	11,370	0.0%	Shares	Sole	2025-08-12
2025-03-31	$296,643	11,370	0.0%	Shares	Sole	2025-05-08
2024-12-31	$323,249	11,370	0.0%	Shares	Sole	2025-02-10
2024-09-30	$306,194	11,370	0.0%	Shares	Sole	2024-11-07
2024-06-30	$259,236	11,370	0.0%	Shares	Sole	2024-07-25
2024-03-31	$260,600	11,370	0.0%	Shares	Sole	2024-04-26
2023-12-31	$282,317	11,370	0.0%	Shares	Sole	2024-02-01
2023-09-30	$227,968	11,370	0.0%	Shares	Sole	2023-10-12
2023-06-30	$235,700	11,370	0.0%	Shares	Sole	2023-08-07
2023-03-31	$284,932	11,370	0.0%	Shares	Sole	2023-08-08
2022-12-31	$339,963	11,370	0.0%	Shares	Sole	2023-02-01
2022-09-30	$310,401	11,370	-6.7%	Shares	Sole	2022-11-03
2022-06-30	$301,698	12,180	0.0%	Shares	Sole	2022-08-04
2022-03-31	$352,854	12,180	0.0%	Shares	Sole	2022-05-04
2021-12-31	$346,277	12,180	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.