CM
BBT

CM Management’s Beacon Financial Corp BBT Stock Holding History

CM 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 		$1.2M Sell
40,000
-8,300
-17% -$242K 1% 43
2025
Q4 		$1.27M Sell
48,300
-27,300
-36% -$691K 1.07% 33
2025
Q3 		$1.79M Buy
+75,600
New +$1.94M 1.49% 22

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

CM Management's BBT Position: Q1 2026 in Review

CM Management reduced its Beacon Financial Corp (BBT) stake by 17% in Q1 2026, selling an estimated $242K and leaving 40,000 shares worth $1.2M. The position accounts for 1% of the portfolio, ranked #43.

CM Management first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • CM Management held 40,000 shares of Beacon Financial Corp worth $1.2M as of Q1 2026.
  • CM Management sold 8,300 Beacon Financial Corp shares in Q1 2026, an estimated $242K.
  • Beacon Financial Corp made up 1% of CM Management's portfolio in Q1 2026, its #43 holding.
  • CM Management first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • CM Management's Beacon Financial Corp position peaked at $1.79M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on CM Management's 13F filing for Q1 2026, filed 8 May 2026.