Cetera Investment Advisers
BBT

Cetera Investment Advisers’s Beacon Financial Corp BBT Stock Holding History

Cetera Investment Advisers’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 		$991K Sell
33,023
-162
-0.5% -$4.73K ﹤0.01% 2914
2025
Q4 		$875K Sell
33,185
-4,623
-12% -$117K ﹤0.01% 2936
2025
Q3 		$896K Buy
37,808
+3,390
+10% +$86.9K ﹤0.01% 2861
2025
Q2 		$862K Sell
34,418
-876
-2% -$21.8K ﹤0.01% 2512
2025
Q1 		$921K Sell
35,294
-947
-3% -$26.5K ﹤0.01% 2329
2024
Q4 		$1.03M Buy
36,241
+6,457
+22% +$186K ﹤0.01% 2136
2024
Q3 		$802K Buy
29,784
+177
+0.6% +$4.63K ﹤0.01% 2276
2024
Q2 		$675K Buy
29,607
+296
+1% +$6.5K ﹤0.01% 2364
2024
Q1 		$672K Buy
+29,311
New +$671K ﹤0.01% 2380

Other funds holding BBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B 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