Brookstone Capital Management
BBT icon

Brookstone Capital Management’s Beacon Financial Corp BBT Stock Holding History

Brookstone Capital 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
Q3 		$2.8M Sell
100,086
-33
-0% -$1.01K 0.03% 430
2026
Q2 		$3.05M Buy
+100,119
New +$3M 0.03% 416

Other funds holding BBT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Brookstone Capital Management's BBT Position: Q3 2026 in Review

Brookstone Capital Management reduced its Beacon Financial Corp (BBT) stake by 0.03% in Q3 2026, selling an estimated $1.01K and leaving 100,086 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #430.

Brookstone Capital Management first reported a position in BBT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.05M in Q2 2026. 232 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Brookstone Capital Management held 100,086 shares of Beacon Financial Corp worth $2.8M as of Q3 2026.
  • Brookstone Capital Management sold 33 Beacon Financial Corp shares in Q3 2026, an estimated $1.01K.
  • Beacon Financial Corp made up 0.03% of Brookstone Capital Management's portfolio in Q3 2026, its #430 holding.
  • Brookstone Capital Management first reported a position in Beacon Financial Corp in Q2 2026 and has held it in 2 quarters since.
  • Brookstone Capital Management's Beacon Financial Corp position peaked at $3.05M in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.