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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
Q2 		$566K Buy
18,589
+167
+0.9% +$5K 0.01% 777
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Family Office's BBT Position: Q2 2026 in Review

Callan Family Office increased its Beacon Financial Corp (BBT) stake by 0.91% in Q2 2026, buying an estimated $5K and bringing the position to 18,589 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #777.

Callan Family Office first reported a position in BBT in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Callan Family Office held 18,589 shares of Beacon Financial Corp worth $566K as of Q2 2026.
  • Callan Family Office bought 167 Beacon Financial Corp shares in Q2 2026, an estimated $5K.
  • Beacon Financial Corp made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #777 holding.
  • Callan Family Office first reported a position in Beacon Financial Corp in Q4 2024 and has held it in 7 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.