Carson Wealth (CWM LLC)
BBT

Carson Wealth (CWM LLC)’s Beacon Financial Corp BBT Stock Holding History

Carson Wealth (CWM LLC)’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 		$488K Buy
16,275
+487
+3% +$14.2K ﹤0.01% 2035
2025
Q4 		$416K Sell
15,788
-13,127
-45% -$332K ﹤0.01% 2036
2025
Q3 		$686K Buy
28,915
+23,308
+416% +$598K ﹤0.01% 1623
2025
Q2 		$140K Buy
5,607
+1,194
+27% +$29.7K ﹤0.01% 2446
2025
Q1 		$115K Buy
4,413
+3,688
+509% +$103K ﹤0.01% 2311
2024
Q4 		$21K Buy
725
+287
+66% +$8.27K ﹤0.01% 3395
2024
Q3 		$12K Buy
438
+270
+161% +$7.06K ﹤0.01% 3661
2024
Q2 		$4K Buy
168
+146
+664% +$3.21K ﹤0.01% 3931
2024
Q1 		$1K Buy
22
+16
+267% +$366 ﹤0.01% 4081
2023
Q4 		$0 Hold
6
– – ﹤0.01% 4139
2023
Q3 		$0 Sell
6
-52
-90% -$1.11K ﹤0.01% 4186
2023
Q2 		$1K Buy
+58
New +$1.25K ﹤0.01% 3908
2023
Q1 		– Sell
-88
Closed -$3K – 4052
2022
Q4 		$3K Buy
88
+3
+4% +$88 ﹤0.01% 3374
2022
Q3 		$2K Buy
+85
New +$2.37K ﹤0.01% 3420
2022
Q2 		– Sell
-109
Closed -$3K – 3784
2022
Q1 		$3K Sell
109
-3
-3% -$90 ﹤0.01% 3004
2021
Q4 		$3K Buy
+112
New +$3.1K ﹤0.01% 2942
2021
Q2 		$4K Hold
138
– – ﹤0.01% 2406
2021
Q1 		$4K Hold
138
– – ﹤0.01% 2406
2020
Q4 		$4K Hold
138
– – ﹤0.01% 2406
2020
Q3 		$4K Hold
138
– – ﹤0.01% 2406
2020
Q2 		$4K Hold
138
– – ﹤0.01% 2406
2020
Q1 		$4K Hold
138
– – ﹤0.01% 2406
2019
Q4 		$4K Hold
138
– – ﹤0.01% 2406
2019
Q3 		$4K Hold
138
– – ﹤0.01% 2406
2019
Q2 		$4K Hold
138
– – ﹤0.01% 2406
2019
Q1 		$4K Buy
138
+112
+431% +$3.24K ﹤0.01% 2406
2018
Q4 		$1K Hold
26
– – ﹤0.01% 1843
2018
Q3 		$1K Hold
26
– – ﹤0.01% 1619
2018
Q2 		$1K Buy
+26
New +$1.03K ﹤0.01% 1484

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 $240B AUM 35.51% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 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

Carson Wealth (CWM LLC)'s BBT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Beacon Financial Corp (BBT) stake by 3.1% in Q1 2026, buying an estimated $14.2K and bringing the position to 16,275 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Carson Wealth (CWM LLC) first reported a position in BBT in Q2 2018 and has held it in 29 quarters since. The position peaked at $686K in Q3 2025. 292 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,275 shares of Beacon Financial Corp worth $488K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 487 Beacon Financial Corp shares in Q1 2026, an estimated $14.2K.
  • Beacon Financial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2035 holding.
  • Carson Wealth (CWM LLC) first reported a position in Beacon Financial Corp in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Beacon Financial Corp position peaked at $686K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.