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 Q2	$1.71M	Sell	56,125 -4,204	-7%	-$126K	﹤0.01%	1678
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's BBT Position: Q2 2026 in Review

Cerity Partners reduced its Beacon Financial Corp (BBT) stake by 7% in Q2 2026, selling an estimated $126K and leaving 56,125 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Cerity Partners first reported a position in BBT in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.81M in Q1 2026. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Cerity Partners held 56,125 shares of Beacon Financial Corp worth $1.71M as of Q2 2026.
Cerity Partners sold 4,204 Beacon Financial Corp shares in Q2 2026, an estimated $126K.
Beacon Financial Corp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1678 holding.
Cerity Partners first reported a position in Beacon Financial Corp in Q1 2023 and has held it in 7 quarters since.
Cerity Partners's Beacon Financial Corp position peaked at $1.81M in Q1 2026.
294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.