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Beacon Bank & Trust

Bank

Position in BBT — Beacon Financial Corp

CIK 1831984 Boston, MA

Position in BBT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$308,762
-$1,438 QoQ
Shares Held
10,140
-1.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#179
of 292 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority Sole 25% Shared 0% None 75%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Beacon Bank & Trust holds $746,048 across 2 Banks - Regional names. BBT ranks #2 (41.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BBT
Beacon Financial Corp
This page
10,140 $308,762

All Filings in BBT

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $308,762 10,140
2026-03-31 $310,200 10,340
2025-12-31 $206,740 7,840
2025-06-30 $258,913 10,340
2025-03-31 $270,918 10,384
2024-12-31 $300,903 10,584
2024-09-30 $285,027 10,584
2024-06-30 $241,315 10,584
2024-03-31 $288,425 12,584
2023-12-31 $312,460 12,584
2023-09-30 $252,309 12,584
2023-06-30 $225,811 10,893
2023-03-31 $270,472 10,793
2022-12-31 $322,710 10,793
2022-09-30 $300,108 10,993
2022-06-30 $271,900 10,977
2022-03-31 $318,003 10,977
2021-12-31 $324,869 11,427
2021-09-30 $335,280 12,427
2021-06-30 $340,624 12,427
2021-03-31 $277,370 12,427