Congress Asset Management’s Beacon Financial Corp BBT Stock Holding History

Congress Asset 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 Q3	$4.86M	Buy	173,531 +31,504	+22%	+$967K	0.03%	267
2026 Q2	$4.32M	Buy	142,027 +20,704	+17%	+$620K	0.03%	256
2026 Q1	$3.64M	Buy	121,323 +17,298	+17%	+$505K	0.03%	264
2025 Q4	$2.74M	Sell	104,025 -9,088	-8%	-$230K	0.02%	265
2025 Q3	$2.68M	Buy	+113,113	New	+$2.9M	0.02%	264
2018 Q1	–	Sell	-19,247	Closed	-$704K	–	383
2017 Q4	$704K	Hold	19,247	–	–	0.01%	330
2017 Q3	$746K	Buy	+19,247	New	+$679K	0.01%	339

Other funds holding BBT

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

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

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

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's BBT Position: Q3 2026 in Review

Congress Asset Management increased its Beacon Financial Corp (BBT) stake by 22% in Q3 2026, buying an estimated $967K and bringing the position to 173,531 shares worth $4.86M. The position accounts for 0.03% of the portfolio, ranked #267.

Congress Asset Management first reported a position in BBT in Q3 2017 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

Congress Asset Management held 173,531 shares of Beacon Financial Corp worth $4.86M as of Q3 2026.
Congress Asset Management bought 31,504 Beacon Financial Corp shares in Q3 2026, an estimated $967K.
Beacon Financial Corp made up 0.03% of Congress Asset Management's portfolio in Q3 2026, its #267 holding.
Congress Asset Management first reported a position in Beacon Financial Corp in Q3 2017 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.