AG
BBT

Algert Global’s Beacon Financial Corp BBT Stock Holding History

Algert Global’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
Q1 		$6.03M Buy
+201,027
New +$5.87M 0.09% 385
2025
Q1 		– Sell
-8,327
Closed -$237K – 1187
2024
Q4 		$237K Buy
+8,327
New +$240K 0.01% 1047

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's BBT Position: Q1 2026 in Review

Algert Global opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 201,027 shares worth $6.03M. The stake represents 0.09% of the portfolio and ranks #385 among its holdings. This is a return to the name: Algert Global previously reported a position in BBT as recently as Q4 2024.

Algert Global first reported a position in BBT in Q4 2024 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Algert Global held 201,027 shares of Beacon Financial Corp worth $6.03M as of Q1 2026.
  • Beacon Financial Corp was a new Algert Global position in Q1 2026.
  • Beacon Financial Corp made up 0.09% of Algert Global's portfolio in Q1 2026, its #385 holding.
  • Algert Global first reported a position in Beacon Financial Corp in Q4 2024 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.