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
Q2 		$238K Sell
7,824
-435
-5% -$13K ﹤0.01% 1196
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 $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

CIBC Asset Management's BBT Position: Q2 2026 in Review

CIBC Asset Management reduced its Beacon Financial Corp (BBT) stake by 5.3% in Q2 2026, selling an estimated $13K and leaving 7,824 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

CIBC Asset Management first reported a position in BBT in Q4 2019 and has held it in 4 quarters since. The position peaked at $248K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • CIBC Asset Management held 7,824 shares of Beacon Financial Corp worth $238K as of Q2 2026.
  • CIBC Asset Management sold 435 Beacon Financial Corp shares in Q2 2026, an estimated $13K.
  • Beacon Financial Corp made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #1196 holding.
  • CIBC Asset Management first reported a position in Beacon Financial Corp in Q4 2019 and has held it in 4 quarters since.
  • CIBC Asset Management's Beacon Financial Corp position peaked at $248K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.