Cerity Partners
BBT

Cerity Partners’s Beacon Financial Corp BBT Stock Holding History

Cerity Partners’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 		$1.81M Buy
60,329
+1,354
+2% +$39.5K ﹤0.01% 1547
2025
Q4 		$1.56M Buy
58,975
+8,413
+17% +$213K ﹤0.01% 1484
2025
Q3 		$1.2M Buy
50,562
+42,236
+507% +$1.08M ﹤0.01% 1518
2025
Q2 		$208K Buy
+8,326
New +$207K ﹤0.01% 2339
2024
Q4 		– Sell
-7,885
Closed -$212K – 2440
2024
Q3 		$212K Buy
+7,885
New +$206K ﹤0.01% 2279
2023
Q2 		– Sell
-587
Closed -$552K – 1674
2023
Q1 		$552K Buy
+587
New +$16.8K ﹤0.01% 1252

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's BBT Position: Q1 2026 in Review

Cerity Partners increased its Beacon Financial Corp (BBT) stake by 2.3% in Q1 2026, buying an estimated $39.5K and bringing the position to 60,329 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Cerity Partners first reported a position in BBT in Q1 2023 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Cerity Partners held 60,329 shares of Beacon Financial Corp worth $1.81M as of Q1 2026.
  • Cerity Partners bought 1,354 Beacon Financial Corp shares in Q1 2026, an estimated $39.5K.
  • Beacon Financial Corp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1547 holding.
  • Cerity Partners first reported a position in Beacon Financial Corp in Q1 2023 and has held it in 6 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.