Capital Fund Management (CFM)
BBT icon

Capital Fund Management (CFM)’s Beacon Financial Corp BBT Stock Holding History

Capital Fund Management (CFM)’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 		$1.51M Buy
+49,433
New +$1.48M 0.01% 1560
2021
Q1 		– Sell
-19,357
Closed -$331K – 1273
2020
Q4 		$331K Buy
+19,357
New +$289K ﹤0.01% 1195

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

Capital Fund Management (CFM)'s BBT Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 49,433 shares worth $1.51M. The stake represents 0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in BBT as recently as Q4 2020.

Capital Fund Management (CFM) first reported a position in BBT in Q4 2020 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Capital Fund Management (CFM) held 49,433 shares of Beacon Financial Corp worth $1.51M as of Q2 2026.
  • Beacon Financial Corp was a new Capital Fund Management (CFM) position in Q2 2026.
  • Beacon Financial Corp made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1560 holding.
  • Capital Fund Management (CFM) first reported a position in Beacon Financial Corp in Q4 2020 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.