Position in BBT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$91,350
New position
Shares Held
3,000
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#36
of 60 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $1,043,761 across 19 Banks - Regional names. BBT ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
1,069 | $254,432 | |
| 2 | INDB |
Independent Bank Corp
|
2,000 | $167,440 | |
| 3 | AVBC |
Avidia Bancorp, Inc.
|
5,000 | $104,950 | |
| 4 | BBT |
Beacon Financial Corp
This page
|
3,000 | $91,350 | |
| 5 | IBN |
Icici Bank Ltd
|
2,750 | $79,832 | |
| 6 | TFC |
Truist Financial Corp
|
1,308 | $65,164 | |
| 7 | NBTB |
Nbt Bancorp Inc
|
1,000 | $49,370 | |
| 8 | KEY |
Keycorp /New/
|
2,000 | $46,100 |
All Filings in BBT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,350 | 3,000 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||