Superior Planning, LLC’s Beacon Financial Corp BBT Stock Holding History

Superior Planning, LLC’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	$1.12K	Buy	+40	New	+$1.23K	﹤0.01%	1730

Other funds holding BBT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's BBT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Beacon Financial Corp (BBT) in Q3 2026: 40 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings.

184 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

Superior Planning, LLC held 40 shares of Beacon Financial Corp worth $1.12K as of Q3 2026.
Beacon Financial Corp was a new Superior Planning, LLC position in Q3 2026.
Beacon Financial Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1730 holding.
184 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.