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Coastline Trust’s Beacon Financial Corp BBT Stock Holding History

Coastline Trust’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
Q3 		$13.7K Hold
491
– – ﹤0.01% 307
2026
Q2 		$15K Hold
491
– – ﹤0.01% 339
2026
Q1 		$14.7K Hold
491
– – ﹤0.01% 337
2025
Q4 		$12.9K Hold
491
– – ﹤0.01% 348
2025
Q3 		$11.6K Buy
+491
New +$12.6K ﹤0.01% 341

Other funds holding BBT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Coastline Trust's BBT Position: Q3 2026 in Review

Coastline Trust held its Beacon Financial Corp (BBT) position steady in Q3 2026 at 491 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Coastline Trust first reported a position in BBT in Q3 2025 and has held it in 5 quarters since. The position peaked at $15K in Q2 2026. 15 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Coastline Trust held 491 shares of Beacon Financial Corp worth $13.7K as of Q3 2026.
  • Coastline Trust left its Beacon Financial Corp share count unchanged in Q3 2026.
  • Beacon Financial Corp made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #307 holding.
  • Coastline Trust first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 5 quarters since.
  • Coastline Trust's Beacon Financial Corp position peaked at $15K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.