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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
Q2 		$7.09K Buy
233
+5
+2% +$150 ﹤0.01% 3935
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's BBT Position: Q2 2026 in Review

Allworth Financial increased its Beacon Financial Corp (BBT) stake by 2.2% in Q2 2026, buying an estimated $150 and bringing the position to 233 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Allworth Financial first reported a position in BBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.4K in Q3 2025. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Allworth Financial held 233 shares of Beacon Financial Corp worth $7.09K as of Q2 2026.
  • Allworth Financial bought 5 Beacon Financial Corp shares in Q2 2026, an estimated $150.
  • Beacon Financial Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3935 holding.
  • Allworth Financial first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Beacon Financial Corp position peaked at $11.4K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.