Loring Wolcott & Coolidge Fiduciary Advisors’s Beacon Financial Corp BBT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BBT Stock Details BBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	5,031	–	–	﹤0.01%	348
2026 Q1	$160K	Hold	5,031	–	–	﹤0.01%	334
2025 Q4	$143K	Hold	5,031	–	–	﹤0.01%	350
2025 Q3	$121K	Buy	+5,031	New	+$129K	﹤0.01%	365
2021 Q3	–	Sell	-212	Closed	-$6K	–	769
2021 Q2	$6K	Buy	+212	New	+$5.38K	﹤0.01%	708
2021 Q1	–	Sell	-212	Closed	-$4K	–	351
2020 Q4	$4K	Buy	+212	New	+$3.16K	﹤0.01%	704
2014 Q1	–	Sell	-100	Closed	-$3K	–	620
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	570
2013 Q3	$3K	Buy	+100	New	+$2.62K	﹤0.01%	534

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BBT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 5,031 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BBT in Q3 2013 and has held it in 8 quarters since. The position peaked at $160K in Q1 2026. 123 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,031 shares of Beacon Financial Corp worth $153K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Beacon Financial Corp share count unchanged in Q2 2026.
Beacon Financial Corp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #348 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Beacon Financial Corp in Q3 2013 and has held it in 8 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Beacon Financial Corp position peaked at $160K in Q1 2026.
123 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.