BB
BBT

Berkshire Bank’s Beacon Financial Corp BBT Stock Holding History

Berkshire Bank’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 		$309K Sell
10,140
-200
-2% -$5.99K 0.06% 127
2026
Q1 		$310K Buy
10,340
+2,500
+32% +$73K 0.06% 131
2025
Q4 		$207K Buy
+7,840
New +$199K 0.04% 155
2025
Q3 		– Sell
-10,340
Closed -$259K – 164
2025
Q2 		$259K Sell
10,340
-44
-0.4% -$1.09K 0.06% 145
2025
Q1 		$271K Sell
10,384
-200
-2% -$5.59K 0.07% 139
2024
Q4 		$301K Hold
10,584
– – 0.07% 128
2024
Q3 		$285K Hold
10,584
– – 0.07% 129
2024
Q2 		$241K Sell
10,584
-2,000
-16% -$43.9K 0.06% 131
2024
Q1 		$288K Hold
12,584
– – 0.07% 121
2023
Q4 		$312K Hold
12,584
– – 0.08% 117
2023
Q3 		$252K Buy
12,584
+1,691
+16% +$36.2K 0.07% 121
2023
Q2 		$226K Buy
10,893
+100
+0.9% +$2.16K 0.06% 126
2023
Q1 		$270K Hold
10,793
– – 0.08% 122
2022
Q4 		$323K Sell
10,793
-200
-2% -$5.88K 0.1% 113
2022
Q3 		$300K Buy
10,993
+16
+0.1% +$446 0.09% 111
2022
Q2 		$272K Hold
10,977
– – 0.08% 120
2022
Q1 		$318K Sell
10,977
-450
-4% -$13.5K 0.08% 121
2021
Q4 		$325K Sell
11,427
-1,000
-8% -$27.7K 0.07% 112
2021
Q3 		$335K Hold
12,427
– – 0.08% 110
2021
Q2 		$341K Hold
12,427
– – 0.08% 112
2021
Q1 		$277K Buy
+12,427
New +$254K 0.07% 114

Other funds holding BBT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Berkshire Bank's BBT Position: Q2 2026 in Review

Berkshire Bank reduced its Beacon Financial Corp (BBT) stake by 1.9% in Q2 2026, selling an estimated $5.99K and leaving 10,140 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #127.

Berkshire Bank first reported a position in BBT in Q1 2021 and has held it in 21 quarters since. The position peaked at $341K in Q2 2021. 35 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Berkshire Bank held 10,140 shares of Beacon Financial Corp worth $309K as of Q2 2026.
  • Berkshire Bank sold 200 Beacon Financial Corp shares in Q2 2026, an estimated $5.99K.
  • Beacon Financial Corp made up 0.06% of Berkshire Bank's portfolio in Q2 2026, its #127 holding.
  • Berkshire Bank first reported a position in Beacon Financial Corp in Q1 2021 and has held it in 21 quarters since.
  • Berkshire Bank's Beacon Financial Corp position peaked at $341K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.