Tompkins Financial’s Beacon Financial Corp BBT Stock Holding History

Tompkins Financial’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 Q3	$840	Hold	30	–	–	﹤0.01%	548
2026 Q2	$914	Hold	30	–	–	﹤0.01%	535
2026 Q1	$900	Hold	30	–	–	﹤0.01%	541
2025 Q4	$791	Hold	30	–	–	﹤0.01%	607
2025 Q3	$711	Buy	+30	New	+$769	﹤0.01%	529
2021 Q1	–	Sell	-32	Closed	-$1K	–	431
2020 Q4	$1K	Buy	+32	New	+$477	﹤0.01%	442
2020 Q2	–	Sell	-1,000	Closed	-$15K	–	377
2020 Q1	$15K	Hold	1,000	–	–	﹤0.01%	295
2019 Q4	$33K	Hold	1,000	–	–	0.01%	280
2019 Q3	$29K	Hold	1,000	–	–	0.01%	267
2019 Q2	$31K	Hold	1,000	–	–	0.01%	265
2019 Q1	$27K	Hold	1,000	–	–	0.01%	288
2018 Q4	$27K	Hold	1,000	–	–	0.01%	273
2018 Q3	$41K	Hold	1,000	–	–	0.01%	265
2018 Q2	$41K	Buy	+1,000	New	+$39.6K	0.01%	270

Other funds holding BBT

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FPH

Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tompkins Financial's BBT Position: Q3 2026 in Review

Tompkins Financial held its Beacon Financial Corp (BBT) position steady in Q3 2026 at 30 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Tompkins Financial first reported a position in BBT in Q2 2018 and has held it in 14 quarters since. The position peaked at $41K in Q3 2018. 15 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

Tompkins Financial held 30 shares of Beacon Financial Corp worth $840 as of Q3 2026.
Tompkins Financial left its Beacon Financial Corp share count unchanged in Q3 2026.
Beacon Financial Corp made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #548 holding.
Tompkins Financial first reported a position in Beacon Financial Corp in Q2 2018 and has held it in 14 quarters since.
Tompkins Financial's Beacon Financial Corp position peaked at $41K in Q3 2018.
15 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.