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 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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FPW

Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tompkins Financial's BBT Position: Q2 2026 in Review

Tompkins Financial held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 30 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Tompkins Financial first reported a position in BBT in Q2 2018 and has held it in 13 quarters since. The position peaked at $41K in Q3 2018. 34 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Tompkins Financial held 30 shares of Beacon Financial Corp worth $914 as of Q2 2026.
Tompkins Financial left its Beacon Financial Corp share count unchanged in Q2 2026.
Beacon Financial Corp made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #535 holding.
Tompkins Financial first reported a position in Beacon Financial Corp in Q2 2018 and has held it in 13 quarters since.
Tompkins Financial's Beacon Financial Corp position peaked at $41K in Q3 2018.
34 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.