CA
BBT

Clearstead Advisors’s Beacon Financial Corp BBT Stock Holding History

Clearstead Advisors’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 		– Sell
-12
Closed -$317 – 2321
2025
Q4 		$317 Sell
12
-668
-98% -$16.9K ﹤0.01% 2371
2025
Q3 		$16.1K Buy
680
+243
+56% +$6.23K ﹤0.01% 1738
2025
Q2 		$10.9K Buy
+437
New +$10.9K ﹤0.01% 1860

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 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

Clearstead Advisors's BBT Position: Q1 2026 in Review

Clearstead Advisors sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 12 shares — an estimated $317 sold.

Clearstead Advisors first reported a position in BBT in Q2 2025 and held it in 3 quarters. The position peaked at $16.1K in Q3 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Clearstead Advisors reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 12 Beacon Financial Corp shares in Q1 2026, an estimated $317.
  • Clearstead Advisors first reported a position in Beacon Financial Corp in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Beacon Financial Corp position peaked at $16.1K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.