CFO
BBT

Callan Family Office’s Beacon Financial Corp BBT Stock Holding History

Callan Family Office’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
Q1 		$553K Buy
18,422
+111
+0.6% +$3.24K 0.01% 730
2025
Q4 		$483K Buy
18,311
+578
+3% +$14.6K 0.01% 791
2025
Q3 		$420K Sell
17,733
-274
-2% -$7.03K 0.01% 589
2025
Q2 		$451K Buy
18,007
+7,886
+78% +$196K 0.01% 622
2025
Q1 		$264K Sell
10,121
-7,249
-42% -$202K 0.02% 454
2024
Q4 		$494K Buy
+17,370
New +$501K 0.03% 371

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's BBT Position: Q1 2026 in Review

Callan Family Office increased its Beacon Financial Corp (BBT) stake by 0.61% in Q1 2026, buying an estimated $3.24K and bringing the position to 18,422 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #730.

Callan Family Office first reported a position in BBT in Q4 2024 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Callan Family Office held 18,422 shares of Beacon Financial Corp worth $553K as of Q1 2026.
  • Callan Family Office bought 111 Beacon Financial Corp shares in Q1 2026, an estimated $3.24K.
  • Beacon Financial Corp made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #730 holding.
  • Callan Family Office first reported a position in Beacon Financial Corp in Q4 2024 and has held it in 6 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.