CMA
BBT

Cedar Mountain Advisors’s Beacon Financial Corp BBT Stock Holding History

Cedar Mountain 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
2026
Q2 		$822 Hold
27
– – ﹤0.01% 971
2026
Q1 		$810 Buy
27
+11
+69% +$321 ﹤0.01% 945
2025
Q4 		$422 Buy
+16
New +$405 ﹤0.01% 621

Other funds holding BBT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cedar Mountain Advisors's BBT Position: Q2 2026 in Review

Cedar Mountain Advisors held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 27 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Cedar Mountain Advisors first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Cedar Mountain Advisors held 27 shares of Beacon Financial Corp worth $822 as of Q2 2026.
  • Cedar Mountain Advisors left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #971 holding.
  • Cedar Mountain Advisors first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.