BFS
BBT

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
Q2 		$11.4K Buy
373
+156
+72% +$4.67K ﹤0.01% 531
2026
Q1 		$6.51K Buy
+217
New +$6.33K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bare Financial Services's BBT Position: Q2 2026 in Review

Bare Financial Services increased its Beacon Financial Corp (BBT) stake by 72% in Q2 2026, buying an estimated $4.67K and bringing the position to 373 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Bare Financial Services first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Bare Financial Services held 373 shares of Beacon Financial Corp worth $11.4K as of Q2 2026.
  • Bare Financial Services bought 156 Beacon Financial Corp shares in Q2 2026, an estimated $4.67K.
  • Beacon Financial Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #531 holding.
  • Bare Financial Services first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.