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 Q1	$1.77K	Buy	+59	New	+$1.72K	﹤0.01%	1077

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassaday & Co Wealth Management's BBT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 59 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings.

291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Cassaday & Co Wealth Management held 59 shares of Beacon Financial Corp worth $1.77K as of Q1 2026.
Beacon Financial Corp was a new Cassaday & Co Wealth Management position in Q1 2026.
Beacon Financial Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1077 holding.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.