AF
BBT

Allworth Financial’s Beacon Financial Corp BBT Stock Holding History

Allworth 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
Q1 		$6.84K Buy
228
+14
+7% +$409 ﹤0.01% 3760
2025
Q4 		$5.64K Sell
214
-268
-56% -$6.79K ﹤0.01% 3634
2025
Q3 		$11.4K Buy
482
+472
+4,720% +$12.1K ﹤0.01% 3064
2025
Q2 		$251 Buy
+10
New +$249 ﹤0.01% 4279

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

Allworth Financial's BBT Position: Q1 2026 in Review

Allworth Financial increased its Beacon Financial Corp (BBT) stake by 6.5% in Q1 2026, buying an estimated $409 and bringing the position to 228 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Allworth Financial first reported a position in BBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Allworth Financial held 228 shares of Beacon Financial Corp worth $6.84K as of Q1 2026.
  • Allworth Financial bought 14 Beacon Financial Corp shares in Q1 2026, an estimated $409.
  • Beacon Financial Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3760 holding.
  • Allworth Financial first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Beacon Financial Corp position peaked at $11.4K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.