Corient Private Wealth
BBT

Corient Private Wealth’s Beacon Financial Corp BBT Stock Holding History

Corient Private Wealth’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 		$2.05M Buy
67,429
+4,496
+7% +$135K ﹤0.01% 1378
2026
Q1 		$1.89M Buy
62,933
+288
+0.5% +$8.41K ﹤0.01% 1306
2025
Q4 		$1.65M Buy
62,645
+1,782
+3% +$45.1K ﹤0.01% 1248
2025
Q3 		$1.44M Buy
+60,863
New +$1.56M ﹤0.01% 1241

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

Corient Private Wealth's BBT Position: Q2 2026 in Review

Corient Private Wealth increased its Beacon Financial Corp (BBT) stake by 7.1% in Q2 2026, buying an estimated $135K and bringing the position to 67,429 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Corient Private Wealth first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Corient Private Wealth held 67,429 shares of Beacon Financial Corp worth $2.05M as of Q2 2026.
  • Corient Private Wealth bought 4,496 Beacon Financial Corp shares in Q2 2026, an estimated $135K.
  • Beacon Financial Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1378 holding.
  • Corient Private Wealth first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.