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
Q2 		$998K Sell
32,776
-247
-0.7% -$7.39K ﹤0.01% 3062
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's BBT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Beacon Financial Corp (BBT) stake by 0.75% in Q2 2026, selling an estimated $7.39K and leaving 32,776 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Cetera Investment Advisers first reported a position in BBT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2024. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Cetera Investment Advisers held 32,776 shares of Beacon Financial Corp worth $998K as of Q2 2026.
  • Cetera Investment Advisers sold 247 Beacon Financial Corp shares in Q2 2026, an estimated $7.39K.
  • Beacon Financial Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3062 holding.
  • Cetera Investment Advisers first reported a position in Beacon Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Beacon Financial Corp position peaked at $1.03M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.