Aigen Investment Management’s Beacon Financial Corp BBT Stock Holding History

Aigen Investment Management’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
2025 Q4	–	Sell	-12,218	Closed	-$290K	–	607
2025 Q3	$290K	Buy	+12,218	New	+$313K	0.04%	546
2025 Q2	–	Sell	-9,713	Closed	-$253K	–	802
2025 Q1	$253K	Buy	+9,713	New	+$271K	0.04%	555
2024 Q1	–	Sell	-9,494	Closed	-$236K	–	679
2023 Q4	$236K	Sell	9,494 -7,943	-46%	-$171K	0.04%	600
2023 Q3	$350K	Buy	+17,437	New	+$373K	0.07%	473
2020 Q2	–	Sell	-74,519	Closed	-$1.11M	–	842
2020 Q1	$1.11M	Buy	74,519 +74,400	+62,521%	+$1.88M	0.15%	191
2019 Q4	$4K	Buy	+119	New	+$3.73K	﹤0.01%	1019

Other funds holding BBT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's BBT Position: Q4 2025 in Review

Aigen Investment Management sold out of Beacon Financial Corp (BBT) in Q4 2025, closing a stake of 12,218 shares — an estimated $290K sold.

Aigen Investment Management first reported a position in BBT in Q4 2019 and held it in 6 quarters. The position peaked at $1.11M in Q1 2020. 283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

Aigen Investment Management reported no remaining Beacon Financial Corp position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 12,218 Beacon Financial Corp shares in Q4 2025, an estimated $290K.
Aigen Investment Management first reported a position in Beacon Financial Corp in Q4 2019 and held it in 6 quarters.
Aigen Investment Management's Beacon Financial Corp position peaked at $1.11M in Q1 2020.
283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.