Connor, Clark & Lunn Investment Management (CC&L)
BBT

Connor, Clark & Lunn Investment Management (CC&L)’s Beacon Financial Corp BBT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		– Sell
-57,848
Closed -$1.74M – 1645
2026
Q1 		$1.74M Buy
57,848
+10,341
+22% +$302K ﹤0.01% 1003
2025
Q4 		$1.25M Sell
47,507
-7,498
-14% -$190K ﹤0.01% 1061
2025
Q3 		$1.3M Buy
55,005
+7,801
+17% +$200K ﹤0.01% 985
2025
Q2 		$1.18M Buy
47,204
+36,806
+354% +$915K ﹤0.01% 1003
2025
Q1 		$271K Sell
10,398
-3,064
-23% -$85.6K ﹤0.01% 1275
2024
Q4 		$383K Buy
+13,462
New +$388K ﹤0.01% 1207
2021
Q3 		– Sell
-22,771
Closed -$624K – 1045
2021
Q2 		$624K Sell
22,771
-13,828
-38% -$351K ﹤0.01% 749
2021
Q1 		$817K Buy
36,599
+12,915
+55% +$264K ﹤0.01% 724
2020
Q4 		$405K Buy
+23,684
New +$353K ﹤0.01% 750
2017
Q3 		– Sell
-6,450
Closed -$227K – 818
2017
Q2 		$227K Sell
6,450
-7,750
-55% -$279K ﹤0.01% 718
2017
Q1 		$512K Sell
14,200
-6,375
-31% -$226K ﹤0.01% 624
2016
Q4 		$758K Buy
+20,575
New +$662K 0.01% 535

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s BBT Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 57,848 shares — an estimated $1.74M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BBT in Q4 2016 and held it in 12 quarters. The position peaked at $1.74M in Q1 2026. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 57,848 Beacon Financial Corp shares in Q2 2026, an estimated $1.74M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Beacon Financial Corp in Q4 2016 and held it in 12 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Beacon Financial Corp position peaked at $1.74M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.