Bare Financial Services
BBT icon

Bare Financial Services’s Beacon Financial Corp BBT Stock Holding History

Bare Financial Services’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
Q3 		$10.7K Buy
381
+8
+2% +$246 ﹤0.01% 588
2026
Q2 		$11.4K Buy
373
+156
+72% +$4.67K ﹤0.01% 531
2026
Q1 		$6.51K Buy
+217
New +$6.34K ﹤0.01% 530
2025
Q4 		– Sell
-66
Closed -$1.56K – 1555
2025
Q3 		$1.56K Buy
+66
New +$1.69K ﹤0.01% 881

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bare Financial Services's BBT Position: Q3 2026 in Review

Bare Financial Services increased its Beacon Financial Corp (BBT) stake by 2.1% in Q3 2026, buying an estimated $246 and bringing the position to 381 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Bare Financial Services first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q2 2026. 128 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Bare Financial Services held 381 shares of Beacon Financial Corp worth $10.7K as of Q3 2026.
  • Bare Financial Services bought 8 Beacon Financial Corp shares in Q3 2026, an estimated $246.
  • Beacon Financial Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #588 holding.
  • Bare Financial Services first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Beacon Financial Corp position peaked at $11.4K in Q2 2026.
  • 128 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.