Bellevue Asset Management’s Beacon Financial Corp BBT Stock Holding History

Bellevue Asset 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	$2.28K	Buy	+75	New	+$2.25K	﹤0.01%	438

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

Bellevue Asset Management's BBT Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 75 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings.

293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Bellevue Asset Management held 75 shares of Beacon Financial Corp worth $2.28K as of Q2 2026.
Beacon Financial Corp was a new Bellevue Asset Management position in Q2 2026.
Beacon Financial Corp made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #438 holding.
293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.