Artemis Investment Management’s Beacon Financial Corp BBT Stock Holding History

Artemis Investment Management’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	–	Sell	-78,213	Closed	-$2.35M	–	217
2026 Q1	$2.35M	Buy	78,213 +5,364	+7%	+$157K	0.02%	175
2025 Q4	$1.92M	Buy	+72,849	New	+$1.85M	0.02%	171
2016 Q3	–	Sell	-434,605	Closed	-$11.7M	–	215
2016 Q2	$11.7M	Sell	434,605 -156,800	-27%	-$4.21M	0.32%	92
2016 Q1	$15.9M	Buy	591,405 +8,300	+1%	+$222K	0.4%	55
2015 Q4	$17M	Buy	583,105 +35,000	+6%	+$1.02M	0.42%	49
2015 Q3	$15.1M	Buy	548,105 +29,200	+6%	+$826K	0.45%	44
2015 Q2	$14.8M	Buy	518,905 +48,970	+10%	+$1.37M	0.48%	42
2015 Q1	$13M	Buy	469,935 +326,935	+229%	+$8.56M	0.52%	40
2014 Q4	$3.81M	Buy	+143,000	New	+$3.58M	0.15%	131

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Investment Management's BBT Position: Q2 2026 in Review

Artemis Investment Management sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 78,213 shares — an estimated $2.35M sold.

Artemis Investment Management first reported a position in BBT in Q4 2014 and held it in 9 quarters. The position peaked at $17M in Q4 2015. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Artemis Investment Management reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
Artemis Investment Management sold 78,213 Beacon Financial Corp shares in Q2 2026, an estimated $2.35M.
Artemis Investment Management first reported a position in Beacon Financial Corp in Q4 2014 and held it in 9 quarters.
Artemis Investment Management's Beacon Financial Corp position peaked at $17M in Q4 2015.
295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.