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Corient Private Wealth LLC

Position in BBT — Beacon Financial Corp

CIK 1948780 MIAMI, FL

Position in BBT

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$2,053,213
+$165,223 QoQ
Shares Held
67,429
+7.1% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 295 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $397,494,756 across 122 Banks - Regional names. BBT ranks #44 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,053,213 67,429
2026-03-31 $1,887,990 62,933
2025-12-31 $1,651,948 62,645
2025-09-30 $1,443,061 60,863