CCMG
BBT

Clark Capital Management Group’s Beacon Financial Corp BBT Stock Holding History

Clark Capital Management 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
2024
Q4 		– Sell
-688,622
Closed -$18.5M – 417
2024
Q3 		$18.5M Sell
688,622
-955,432
-58% -$25M 0.13% 148
2024
Q2 		$37.5M Sell
1,644,054
-10,947
-0.7% -$240K 0.28% 115
2024
Q1 		$37.9M Sell
1,655,001
-135,766
-8% -$3.11M 0.28% 104
2023
Q4 		$44.5M Sell
1,790,767
-84,261
-4% -$1.82M 0.36% 83
2023
Q3 		$37.6M Hold
1,875,028
– – 0.38% 80
2023
Q2 		$38.9M Sell
1,875,028
-50,527
-3% -$1.09M 0.35% 83
2023
Q1 		$48.3M Buy
1,925,555
+913,851
+90% +$26.1M 0.54% 46
2022
Q4 		$30.2M Hold
1,011,704
– – 0.28% 108
2022
Q3 		$27.6M Hold
1,011,704
– – 0.36% 81
2022
Q2 		$25.1M Hold
1,011,704
– – 0.33% 95
2022
Q1 		$29.3M Hold
1,011,704
– – 0.33% 105
2021
Q4 		$28.8M Hold
1,011,704
– – 0.35% 121
2021
Q3 		$27.3M Hold
1,011,704
– – 0.37% 110
2021
Q2 		$27.7M Sell
1,011,704
-80,000
-7% -$2.03M 0.39% 100
2021
Q1 		$24.4M Buy
1,091,704
+80,000
+8% +$1.63M 0.37% 107
2020
Q4 		$17.3M Sell
1,011,704
-701,975
-41% -$10.5M 0.29% 147
2020
Q3 		$17.3M Hold
1,713,679
– – 0.33% 136
2020
Q2 		$18.9M Buy
1,713,679
+202,411
+13% +$2.6M 0.35% 115
2020
Q1 		$22.5M Buy
+1,511,268
New +$38.2M 0.57% 54

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clark Capital Management Group's BBT Position: Q4 2024 in Review

Clark Capital Management Group sold out of Beacon Financial Corp (BBT) in Q4 2024, closing a stake of 688,622 shares — an estimated $18.5M sold.

Clark Capital Management Group first reported a position in BBT in Q1 2020 and held it in 19 quarters. The position peaked at $48.3M in Q1 2023. 215 funds tracked by Wall St. Rank hold BBT as of Q4 2024.

  • Clark Capital Management Group reported no remaining Beacon Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 688,622 Beacon Financial Corp shares in Q4 2024, an estimated $18.5M.
  • Clark Capital Management Group first reported a position in Beacon Financial Corp in Q1 2020 and held it in 19 quarters.
  • Clark Capital Management Group's Beacon Financial Corp position peaked at $48.3M in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2024.

Based on Clark Capital Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.