CIBC Private Wealth Group’s Beacon Financial Corp BBT Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$501	Buy	+19	New	+$481	﹤0.01%	3042

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

CIBC Private Wealth Group's BBT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Beacon Financial Corp (BBT) in Q4 2025: 19 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #3042 among its holdings.

283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

CIBC Private Wealth Group held 19 shares of Beacon Financial Corp worth $501 as of Q4 2025.
Beacon Financial Corp was a new CIBC Private Wealth Group position in Q4 2025.
Beacon Financial Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3042 holding.
283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.