Skip to main content

IEQ CAPITAL, LLC

Position in BBT — Beacon Financial Corp

CIK 1779789 Foster City, CA

Position in BBT

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,130,730
+$504,074 QoQ
Shares Held
37,691
+58.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 22% Shared 0% None 78%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. BBT ranks #47 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,130,730 37,691
2025-12-31 $626,656 23,764
2025-09-30 $1,844,472 77,793
2025-06-30 $838,364 33,481
2025-03-31 $508,676 19,497