BFG
BBT

Bleakley Financial Group’s Beacon Financial Corp BBT Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-8,336
Closed -$237K – 556
2024
Q4 		$237K Sell
8,336
-629
-7% -$18.1K 0.01% 892
2024
Q3 		$241K Buy
+8,965
New +$234K 0.01% 871

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bleakley Financial Group's BBT Position: Q1 2025 in Review

Bleakley Financial Group sold out of Beacon Financial Corp (BBT) in Q1 2025, closing a stake of 8,336 shares — an estimated $237K sold.

Bleakley Financial Group first reported a position in BBT in Q3 2024 and held it in 2 quarters. The position peaked at $241K in Q3 2024. 230 funds tracked by Wall St. Rank hold BBT as of Q1 2025.

  • Bleakley Financial Group reported no remaining Beacon Financial Corp position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 8,336 Beacon Financial Corp shares in Q1 2025, an estimated $237K.
  • Bleakley Financial Group first reported a position in Beacon Financial Corp in Q3 2024 and held it in 2 quarters.
  • Bleakley Financial Group's Beacon Financial Corp position peaked at $241K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.