CIBC Asset Management
BBT

CIBC Asset Management’s Beacon Financial Corp BBT Stock Holding History

CIBC Asset Management’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 		$248K Sell
8,259
-225
-3% -$6.57K ﹤0.01% 1093
2025
Q4 		$224K Buy
+8,484
New +$215K ﹤0.01% 1147
2020
Q1 		– Sell
-6,306
Closed -$207K – 1044
2019
Q4 		$207K Buy
+6,306
New +$198K ﹤0.01% 1068

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

CIBC Asset Management's BBT Position: Q1 2026 in Review

CIBC Asset Management reduced its Beacon Financial Corp (BBT) stake by 2.7% in Q1 2026, selling an estimated $6.57K and leaving 8,259 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

CIBC Asset Management first reported a position in BBT in Q4 2019 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • CIBC Asset Management held 8,259 shares of Beacon Financial Corp worth $248K as of Q1 2026.
  • CIBC Asset Management sold 225 Beacon Financial Corp shares in Q1 2026, an estimated $6.57K.
  • Beacon Financial Corp made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #1093 holding.
  • CIBC Asset Management first reported a position in Beacon Financial Corp in Q4 2019 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.