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 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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FPW

Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFSG

Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

Congress Asset Management's BBT Position: Q2 2026 in Review

Congress Asset Management increased its Beacon Financial Corp (BBT) stake by 17% in Q2 2026, buying an estimated $620K and bringing the position to 142,027 shares worth $4.32M. The position accounts for 0.03% of the portfolio, ranked #256.

Congress Asset Management first reported a position in BBT in Q3 2017 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Congress Asset Management held 142,027 shares of Beacon Financial Corp worth $4.32M as of Q2 2026.
Congress Asset Management bought 20,704 Beacon Financial Corp shares in Q2 2026, an estimated $620K.
Beacon Financial Corp made up 0.03% of Congress Asset Management's portfolio in Q2 2026, its #256 holding.
Congress Asset Management first reported a position in Beacon Financial Corp in Q3 2017 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.