Capstone Investment Advisors
BBT

Capstone Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

Capstone Investment Advisors’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
Q2 		– Sell
-16,023
Closed -$418K – 1580
2025
Q1 		$418K Buy
+16,023
New +$448K ﹤0.01% 1120
2018
Q1 		– Sell
-7,500
Closed -$274K – 359
2017
Q4 		$274K Sell
7,500
-94
-1% -$3.58K 0.01% 376
2017
Q3 		$294K Sell
7,594
-6,206
-45% -$219K 0.01% 396
2017
Q2 		$485K Buy
+13,800
New +$497K 0.01% 419

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capstone Investment Advisors's BBT Position: Q2 2025 in Review

Capstone Investment Advisors sold out of Beacon Financial Corp (BBT) in Q2 2025, closing a stake of 16,023 shares — an estimated $418K sold.

Capstone Investment Advisors first reported a position in BBT in Q2 2017 and held it in 4 quarters. The position peaked at $485K in Q2 2017. 231 funds tracked by Wall St. Rank hold BBT as of Q2 2025.

  • Capstone Investment Advisors reported no remaining Beacon Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,023 Beacon Financial Corp shares in Q2 2025, an estimated $418K.
  • Capstone Investment Advisors first reported a position in Beacon Financial Corp in Q2 2017 and held it in 4 quarters.
  • Capstone Investment Advisors's Beacon Financial Corp position peaked at $485K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2025.

Based on Capstone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.