CCWM
BBT

Cassaday & Co Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Cassaday & Co Wealth Management’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 		$1.8K Hold
59
– – ﹤0.01% 1033
2026
Q1 		$1.77K Buy
+59
New +$1.72K ﹤0.01% 1077

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's BBT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 59 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Cassaday & Co Wealth Management first reported a position in BBT in Q1 2026 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Cassaday & Co Wealth Management held 59 shares of Beacon Financial Corp worth $1.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1033 holding.
  • Cassaday & Co Wealth Management first reported a position in Beacon Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.