LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in BBT — Beacon Financial Corp
CIK 932974
BOSTON, MA
Position in BBT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$153,193
+$2,263 QoQ
Shares Held
5,031
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 292 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,051,255 across 13 Banks - Regional names. BBT ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
349,292 | $9,022,212 | |
| 2 | OZK |
Bank OZK
|
30,930 | $1,611,143 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,847 | $454,768 | |
| 4 | MTB |
M&T Bank Corp
|
1,155 | $274,901 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
6,473 | $273,872 | |
| 6 | BBT |
Beacon Financial Corp
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|
5,031 | $153,193 | |
| 7 | UBCP |
United Bancorp Inc /Oh/
|
6,917 | $109,841 | |
| 8 | USB |
US Bancorp De
|
1,212 | $73,204 |
All Filings in BBT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,193 | 5,031 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $150,930 | 5,031 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $132,667 | 5,031 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $119,285 | 5,031 | Shares | Sole | 2025-10-24 | |
| 2021-06-30 | $5,810 | 212 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $3,629 | 212 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||