New England Capital Financial Advisors LLC

Position in BBT — Beacon Financial Corp

CIK 1964652 MERIDEN, CT

Position in BBT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,687

-$7,703 QoQ

Shares Held

351

-42.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#257

of 292 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $1,089,352 across 10 Banks - Regional names. BBT ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	14,284	$805,189
2	RF	Regions Financial Corp	5,707	$172,351
3	WBS	Webster Financial Corp	438	$33,471
4	PNFP	Pinnacle Financial Partners, Inc.	198	$19,974
5	USB	US Bancorp De	287	$17,334
6	AMAL	Amalgamated Financial Corp.	300	$13,770
7	BBT	Beacon Financial Corp This page	351	$10,687
8	LYG	Lloyds Banking Group plc	1,319	$7,689

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,687	351	-42.7%	Shares	Sole	2026-07-27
2026-03-31	$18,390	613	+0.7%	Shares	Sole	2026-04-27
2025-12-31	$16,059	609	+0.7%	Shares	Sole	2026-02-02
2025-09-30	$14,344	605	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$15,074	602	+0.3%	Shares	Sole	2025-08-08
2025-03-31	$15,654	600	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$16,972	597	+0.7%	Shares	Sole	2025-02-04
2024-09-30	$15,969	593	0.0%	Shares	Sole	2024-10-30
2024-06-30	$13,520	593	+0.9%	Shares	Sole	2024-07-29
2024-03-31	$13,476	588	0.0%	Shares	Sole	2024-05-02
2023-12-31	$14,600	588	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$11,729	585	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$12,064	582	+0.3%	Shares	Sole	2023-08-02
2023-03-31	$14,534	580	+0.3%	Shares	Sole	2023-05-04
2022-12-31	$17,282	578	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.