AW
BBT

Ankerstar Wealth’s Beacon Financial Corp BBT Stock Holding History

Ankerstar Wealth’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 		$274 Hold
9
– – ﹤0.01% 826
2026
Q1 		$270 Hold
9
– – ﹤0.01% 790
2025
Q4 		$237 Buy
+9
New +$228 ﹤0.01% 846

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 $3.37T AUM 44.26% 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

Ankerstar Wealth's BBT Position: Q2 2026 in Review

Ankerstar Wealth held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 9 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Ankerstar Wealth first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Ankerstar Wealth held 9 shares of Beacon Financial Corp worth $274 as of Q2 2026.
  • Ankerstar Wealth left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #826 holding.
  • Ankerstar Wealth first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.