Robertson Stephens Wealth Management, LLC
Position in BBT — Beacon Financial Corp
CIK 1767307
San Francisco, CA
Position in BBT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$288,057
-$37,233 QoQ
Shares Held
9,460
-12.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#184
of 292 holders
Holding Since
Dec 2025
3 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, 2026Robertson Stephens Wealth Management, LLC holds $5,344,586 across 9 Banks - Regional names. BBT ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
62,964 | $1,419,838 | |
| 2 | BCAL |
California BanCorp \ CA
|
53,579 | $1,116,586 | |
| 3 | BFST |
Business First Bancshares, Inc.
|
25,486 | $783,184 | |
| 4 | USB |
US Bancorp De
|
11,626 | $702,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,680 | $413,649 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
9,293 | $297,840 | |
| 7 | BBT |
Beacon Financial Corp
This page
|
9,460 | $288,057 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,210 | $237,317 |
All Filings in BBT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,057 | 9,460 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $325,290 | 10,843 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $285,929 | 10,843 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||