AAP
BBT

Arax Advisory Partners’s Beacon Financial Corp BBT Stock Holding History

Arax Advisory Partners’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 		$3.6K Buy
120
+39
+48% +$1.14K ﹤0.01% 2932
2025
Q4 		$2.14K Sell
81
-20,479
-100% -$519K ﹤0.01% 3236
2025
Q3 		$487K Buy
+20,560
New +$527K 0.01% 908
2025
Q2 		– Sell
-38
Closed -$992 – 3050
2025
Q1 		$992 Hold
38
– – ﹤0.01% 2308
2024
Q4 		$1.08K Buy
38
+32
+533% +$922 ﹤0.01% 2160
2024
Q3 		$162 Hold
6
– – ﹤0.01% 2529
2024
Q2 		$137 Buy
+6
New +$132 ﹤0.01% 2469

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

Arax Advisory Partners's BBT Position: Q1 2026 in Review

Arax Advisory Partners increased its Beacon Financial Corp (BBT) stake by 48% in Q1 2026, buying an estimated $1.14K and bringing the position to 120 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Arax Advisory Partners first reported a position in BBT in Q2 2024 and has held it in 7 quarters since. The position peaked at $487K in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Arax Advisory Partners held 120 shares of Beacon Financial Corp worth $3.6K as of Q1 2026.
  • Arax Advisory Partners bought 39 Beacon Financial Corp shares in Q1 2026, an estimated $1.14K.
  • Beacon Financial Corp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2932 holding.
  • Arax Advisory Partners first reported a position in Beacon Financial Corp in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's Beacon Financial Corp position peaked at $487K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.