AB
BBT

Amalgamated Bank’s Beacon Financial Corp BBT Stock Holding History

Amalgamated Bank’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 		$687K Sell
22,553
-1,569
-7% -$47K ﹤0.01% 1269
2026
Q1 		$724K Sell
24,122
-39
-0.2% -$1.14K 0.01% 1198
2025
Q4 		$637K Buy
24,161
+176
+0.7% +$4.46K ﹤0.01% 1232
2025
Q3 		$569K Buy
23,985
+11,068
+86% +$284K ﹤0.01% 1259
2025
Q2 		$323K Hold
12,917
– – ﹤0.01% 1423
2025
Q1 		$337K Buy
12,917
+524
+4% +$14.6K ﹤0.01% 1391
2024
Q4 		$352K Sell
12,393
-112
-0.9% -$3.23K ﹤0.01% 1419
2024
Q3 		$337K Sell
12,505
-454
-4% -$11.9K ﹤0.01% 1441
2024
Q2 		$295K Sell
12,959
-500
-4% -$11K ﹤0.01% 1474
2024
Q1 		$308K Sell
13,459
-2,360
-15% -$54K ﹤0.01% 1469
2023
Q4 		$393K Sell
15,819
-1,240
-7% -$26.7K ﹤0.01% 1534
2023
Q3 		$342K Sell
17,059
-652
-4% -$14K ﹤0.01% 1572
2023
Q2 		$367K Sell
17,711
-945
-5% -$20.4K ﹤0.01% 1579
2023
Q1 		$468K Sell
18,656
-1,933
-9% -$55.2K ﹤0.01% 1450
2022
Q4 		$616K Sell
20,589
-242
-1% -$7.12K 0.01% 1365
2022
Q3 		$569K Sell
20,831
-412
-2% -$11.5K 0.01% 1369
2022
Q2 		$526K Sell
21,243
-645
-3% -$16.7K ﹤0.01% 1434
2022
Q1 		$634K Sell
21,888
-1,148
-5% -$34.5K ﹤0.01% 1448
2021
Q4 		$655K Sell
23,036
-476
-2% -$13.2K ﹤0.01% 1440
2021
Q3 		$634K Sell
23,512
-1,694
-7% -$44.8K 0.01% 1468
2021
Q2 		$691K Buy
+25,206
New +$640K 0.01% 1466
2020
Q1 		– Sell
-7,543
Closed -$248K – 1689
2019
Q4 		$248K Buy
7,543
+511
+7% +$16K ﹤0.01% 1525
2019
Q3 		$206K Sell
7,032
-184
-3% -$5.6K ﹤0.01% 1530
2019
Q2 		$227K Buy
+7,216
New +$215K 0.01% 1512
2018
Q4 		– Sell
-5,859
Closed -$238K – 1635
2018
Q3 		$238K Sell
5,859
-59
-1% -$2.45K 0.01% 1234
2018
Q2 		$240K Buy
5,918
+632
+12% +$25K 0.01% 1453
2018
Q1 		$201K Buy
+5,286
New +$201K 0.01% 1456

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Amalgamated Bank's BBT Position: Q2 2026 in Review

Amalgamated Bank reduced its Beacon Financial Corp (BBT) stake by 6.5% in Q2 2026, selling an estimated $47K and leaving 22,553 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Amalgamated Bank first reported a position in BBT in Q1 2018 and has held it in 27 quarters since. The position peaked at $724K in Q1 2026. 124 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Amalgamated Bank held 22,553 shares of Beacon Financial Corp worth $687K as of Q2 2026.
  • Amalgamated Bank sold 1,569 Beacon Financial Corp shares in Q2 2026, an estimated $47K.
  • Beacon Financial Corp made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1269 holding.
  • Amalgamated Bank first reported a position in Beacon Financial Corp in Q1 2018 and has held it in 27 quarters since.
  • Amalgamated Bank's Beacon Financial Corp position peaked at $724K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.