Beese Fulmer Investment Management’s Beacon Financial Corp BBT Stock Holding History

Beese Fulmer 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	$318K	Sell	10,458 -202	-2%	-$6.05K	0.02%	285
2026 Q1	$320K	Sell	10,660 -14	-0.1%	-$409	0.02%	294
2025 Q4	$281K	Sell	10,674 -8,231	-44%	-$208K	0.02%	301
2025 Q3	$448K	Buy	18,905 +7,209	+62%	+$185K	0.03%	201
2025 Q2	$293K	Hold	11,696	–	–	0.02%	237
2025 Q1	$305K	Hold	11,696	–	–	0.03%	198
2024 Q4	$333K	Hold	11,696	–	–	0.03%	185
2024 Q3	$315K	Hold	11,696	–	–	0.03%	189
2024 Q2	$267K	Sell	11,696 -1,000	-8%	-$22K	0.02%	195
2024 Q1	$291K	Sell	12,696 -100	-0.8%	-$2.29K	0.03%	189
2023 Q4	$318K	Hold	12,796	–	–	0.03%	180
2023 Q3	$257K	Hold	12,796	–	–	0.03%	186
2023 Q2	$265K	Hold	12,796	–	–	0.03%	186
2023 Q1	$321K	Hold	12,796	–	–	0.04%	180
2022 Q4	$383K	Hold	12,796	–	–	0.05%	169
2022 Q3	$349K	Hold	12,796	–	–	0.05%	162
2022 Q2	$317K	Hold	12,796	–	–	0.04%	176
2022 Q1	$371K	Hold	12,796	–	–	0.04%	170
2021 Q4	$364K	Hold	12,796	–	–	0.04%	174
2021 Q3	$345K	Sell	12,796 -396	-3%	-$10.5K	0.04%	180
2021 Q2	$362K	Hold	13,192	–	–	0.04%	165
2021 Q1	$294K	Hold	13,192	–	–	0.04%	177
2020 Q4	$226K	Buy	13,192 +1,025	+8%	+$15.3K	0.03%	191
2020 Q3	$123K	Hold	12,167	–	–	0.02%	188
2020 Q2	$134K	Hold	12,167	–	–	0.02%	216
2020 Q1	$181K	Hold	12,167	–	–	0.03%	168
2019 Q4	$400K	Hold	12,167	–	–	0.06%	148
2019 Q3	$356K	Hold	12,167	–	–	0.05%	151
2019 Q2	$382K	Buy	+12,167	New	+$363K	0.07%	122
2013 Q3	–	Sell	-11,042	Closed	-$307K	–	146
2013 Q2	$307K	Buy	+11,042	New	+$291K	0.13%	111

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

Beese Fulmer Investment Management's BBT Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Beacon Financial Corp (BBT) stake by 1.9% in Q2 2026, selling an estimated $6.05K and leaving 10,458 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #285.

Beese Fulmer Investment Management first reported a position in BBT in Q2 2013 and has held it in 30 quarters since. The position peaked at $448K in Q3 2025. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Beese Fulmer Investment Management held 10,458 shares of Beacon Financial Corp worth $318K as of Q2 2026.
Beese Fulmer Investment Management sold 202 Beacon Financial Corp shares in Q2 2026, an estimated $6.05K.
Beacon Financial Corp made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #285 holding.
Beese Fulmer Investment Management first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 30 quarters since.
Beese Fulmer Investment Management's Beacon Financial Corp position peaked at $448K in Q3 2025.
294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.