PINNEY & SCOFIELD, INC.

Position in BBT — Beacon Financial Corp

CIK 2056763 CAMBRIDGE, MA

Position in BBT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$44,061

+$651 QoQ

Shares Held

1,447

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#229

of 292 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PINNEY & SCOFIELD, INC. holds $372,146 across 3 Banks - Regional names. BBT ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	1,841	$262,821
2	TFC	Truist Financial Corp	1,310	$65,264
3	BBT	Beacon Financial Corp This page	1,447	$44,061

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,061	1,447	0.0%	Shares	Sole	2026-08-07
2026-03-31	$43,410	1,447	0.0%	Shares	Sole	2026-05-15
2025-12-31	$38,157	1,447	0.0%	Shares	Sole	2026-02-13
2025-09-30	$34,308	1,447	+682.2%	Shares	Sole	2025-11-13
2025-06-30	$4,632	185	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$4,800	184	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.