CWM
BBT

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

Congress Wealth 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
2025
Q2 		$871K Buy
34,797
+18,572
+114% +$462K 0.01% 744
2025
Q1 		$423K Buy
16,225
+875
+6% +$24.4K 0.01% 858
2024
Q4 		$436K Sell
15,350
-6,850
-31% -$197K 0.01% 671
2024
Q3 		$598K Buy
22,200
+11,100
+100% +$290K 0.01% 603
2024
Q2 		$253K Buy
+11,100
New +$244K ﹤0.01% 650

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Congress Wealth Management's BBT Position: Q2 2025 in Review

Congress Wealth Management increased its Beacon Financial Corp (BBT) stake by 114% in Q2 2025, buying an estimated $462K and bringing the position to 34,797 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #744.

Congress Wealth Management first reported a position in BBT in Q2 2024 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold BBT as of Q2 2025.

  • Congress Wealth Management held 34,797 shares of Beacon Financial Corp worth $871K as of Q2 2025.
  • Congress Wealth Management bought 18,572 Beacon Financial Corp shares in Q2 2025, an estimated $462K.
  • Beacon Financial Corp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #744 holding.
  • Congress Wealth Management first reported a position in Beacon Financial Corp in Q2 2024 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.