Bank of Montreal’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $385K | Buy |
12,639
+1,028
| +9% | +$30.8K | ﹤0.01% | 2621 |
|
|
2026
Q1 | $348K | Sell |
11,611
-443
| -4% | -$12.9K | ﹤0.01% | 2576 |
|
|
2025
Q4 | $318K | Buy |
12,054
+342
| +3% | +$8.66K | ﹤0.01% | 2555 |
|
|
2025
Q3 | $278K | Sell |
11,712
-622
| -5% | -$16K | ﹤0.01% | 2569 |
|
|
2025
Q2 | $309K | Buy |
12,334
+72
| +0.6% | +$1.79K | ﹤0.01% | 2571 |
|
|
2025
Q1 | $320K | Buy |
12,262
+1,970
| +19% | +$55K | ﹤0.01% | 2472 |
|
|
2024
Q4 | $293K | Buy |
10,292
+690
| +7% | +$19.9K | ﹤0.01% | 2563 |
|
|
2024
Q3 | $257K | Buy |
9,602
+100
| +1% | +$2.61K | ﹤0.01% | 2882 |
|
|
2024
Q2 | $217K | Sell |
9,502
-573
| -6% | -$12.6K | ﹤0.01% | 2950 |
|
|
2024
Q1 | $231K | Buy |
10,075
+190
| +2% | +$4.35K | ﹤0.01% | 2955 |
|
|
2023
Q4 | $253K | Sell |
9,885
-902
| -8% | -$19.4K | ﹤0.01% | 2972 |
|
|
2023
Q3 | $218K | Sell |
10,787
-73
| -0.7% | -$1.56K | ﹤0.01% | 3016 |
|
|
2023
Q2 | $247K | Sell |
10,860
-1,036
| -9% | -$22.4K | ﹤0.01% | 3084 |
|
|
2023
Q1 | $306K | Buy |
11,896
+2,145
| +22% | +$61.3K | ﹤0.01% | 2775 |
|
|
2022
Q4 | $292K | Buy |
9,751
+18
| +0.2% | +$529 | ﹤0.01% | 2922 |
|
|
2022
Q3 | $286 | Sell |
9,733
-517
| -5% | -$14.4K | ﹤0.01% | 2964 |
|
|
2022
Q2 | $261 | Sell |
10,250
-21,598
| -68% | -$560K | ﹤0.01% | 3095 |
|
|
2022
Q1 | $936K | Buy |
31,848
+12,684
| +66% | +$381K | ﹤0.01% | 2394 |
|
|
2021
Q4 | $546K | Sell |
19,164
-2,615
| -12% | -$72.5K | ﹤0.01% | 2327 |
|
|
2021
Q3 | $596K | Sell |
21,779
-1,536
| -7% | -$40.6K | ﹤0.01% | 2773 |
|
|
2021
Q2 | $650K | Buy |
23,315
+2,907
| +14% | +$73.8K | ﹤0.01% | 2694 |
|
|
2021
Q1 | $456K | Sell |
20,408
-1,695
| -8% | -$34.6K | ﹤0.01% | 2696 |
|
|
2020
Q4 | $435K | Buy |
22,103
+8,802
| +66% | +$131K | ﹤0.01% | 2775 |
|
|
2020
Q3 | $140K | Buy |
13,301
+8,182
| +160% | +$80.5K | ﹤0.01% | 2906 |
|
|
2020
Q2 | $48K | Buy |
5,119
+3,836
| +299% | +$49.3K | ﹤0.01% | 3457 |
|
|
2020
Q1 | $19K | Sell |
1,283
-4,697
| -79% | -$119K | ﹤0.01% | 3260 |
|
|
2019
Q4 | $196K | Buy |
5,980
+1,513
| +34% | +$47.4K | ﹤0.01% | 3170 |
|
|
2019
Q3 | $131K | Buy |
4,467
+201
| +5% | +$6.12K | ﹤0.01% | 3154 |
|
|
2019
Q2 | $134K | Buy |
4,266
+4,144
| +3,397% | +$124K | ﹤0.01% | 3156 |
|
|
2019
Q1 | $3K | Sell |
122
-576
| -83% | -$16.7K | ﹤0.01% | 4093 |
|
|
2018
Q4 | $19K | Buy |
698
+69
| +11% | +$2.32K | ﹤0.01% | 3659 |
|
|
2018
Q3 | $25K | Buy |
629
+203
| +48% | +$8.44K | ﹤0.01% | 3632 |
|
|
2018
Q2 | $18K | Buy |
+426
| New | +$16.9K | ﹤0.01% | 3771 |
|
|
2014
Q3 | – | Sell |
-630
| Closed | -$15K | – | 4033 |
|
|
2014
Q2 | $15K | Buy |
+630
| New | +$14.8K | ﹤0.01% | 3708 |
|
Other funds holding BBT
HAM
Bank of Montreal's BBT Position: Q2 2026 in Review
Bank of Montreal increased its Beacon Financial Corp (BBT) stake by 8.9% in Q2 2026, buying an estimated $30.8K and bringing the position to 12,639 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.
Bank of Montreal first reported a position in BBT in Q2 2014 and has held it in 34 quarters since. The position peaked at $936K in Q1 2022. 279 funds tracked by Wall St. Rank hold BBT as of Q2 2026.
- Bank of Montreal held 12,639 shares of Beacon Financial Corp worth $385K as of Q2 2026.
- Bank of Montreal bought 1,028 Beacon Financial Corp shares in Q2 2026, an estimated $30.8K.
- Beacon Financial Corp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2621 holding.
- Bank of Montreal first reported a position in Beacon Financial Corp in Q2 2014 and has held it in 34 quarters since.
- Bank of Montreal's Beacon Financial Corp position peaked at $936K in Q1 2022.
- 279 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.