AIM
BBT

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

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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. 40 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.
  • 40 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.