Position in BFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,331,421
+$130,520 QoQ
Shares Held
9,858
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $72,099,864 across 52 Banks - Regional names. BFC ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
541,505 | $24,189,028 | |
| 2 | USB |
US Bancorp De
|
132,084 | $6,869,688 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
30,850 | $6,419,576 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,395 | $3,515,958 | |
| 5 | SSB |
SouthState Bank Corp
|
30,957 | $2,864,141 | |
| 6 | FITB |
Fifth Third Bancorp
|
48,541 | $2,255,214 | |
| 7 | TFC |
Truist Financial Corp
|
38,002 | $1,746,951 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
12,369 | $1,695,542 |
All Filings in BFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,331,421 | 9,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,200,901 | 9,858 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,204,365 | 9,928 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,168,499 | 9,932 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,188,127 | 11,794 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,638,254 | 16,533 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,514,871 | 16,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,379,087 | 16,698 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,480,063 | 17,077 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,479,892 | 17,077 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,222,518 | 15,846 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $241,696 | 2,905 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $213,749 | 2,905 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $269,642 | 2,905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $356,779 | 4,665 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,505,738 | 19,862 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,571,181 | 21,825 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||