Creative Planning’s Beacon Financial Corp BBT Stock Holding History

Creative Planning’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	$226K	Sell	7,416 -20,808	-74%	-$623K	﹤0.01%	3790
2026 Q1	$847K	Buy	28,224 +17,924	+174%	+$523K	﹤0.01%	2590
2025 Q4	$272K	Sell	10,300 -2,240	-18%	-$56.7K	﹤0.01%	3323
2025 Q3	$297K	Buy	+12,540	New	+$322K	﹤0.01%	3151
2019 Q2	–	Sell	-10,002	Closed	-$272K	–	2027
2019 Q1	$272K	Hold	10,002	–	–	﹤0.01%	1385
2018 Q4	$270K	Buy	+10,002	New	+$336K	﹤0.01%	1296
2017 Q3	–	Sell	-500	Closed	-$18K	–	2080
2017 Q2	$18K	Sell	500 -10,000	-95%	-$360K	﹤0.01%	3240
2017 Q1	$379K	Hold	10,500	–	–	﹤0.01%	1132
2016 Q4	$387K	Hold	10,500	–	–	﹤0.01%	1049
2016 Q3	$291K	Buy	10,500 +10,000	+2,000%	+$273K	﹤0.01%	1199
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	3064
2016 Q1	$13K	Hold	500	–	–	﹤0.01%	3037
2015 Q4	$15K	Hold	500	–	–	﹤0.01%	3028
2015 Q3	$14K	Buy	+500	New	+$14.1K	﹤0.01%	2982
2015 Q2	–	Sell	-6	Closed	–	–	1295
2015 Q1	$0	Hold	6	–	–	﹤0.01%	4212
2014 Q4	$0	Hold	6	–	–	﹤0.01%	4152
2014 Q3	$0	Hold	6	–	–	﹤0.01%	3990
2014 Q2	$0	Hold	6	–	–	﹤0.01%	3777
2014 Q1	$0	Hold	6	–	–	﹤0.01%	3626
2013 Q4	$0	Hold	6	–	–	﹤0.01%	3319
2013 Q3	$0	Hold	6	–	–	﹤0.01%	3210
2013 Q2	$0	Buy	+6	New	+$158	﹤0.01%	3066

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's BBT Position: Q2 2026 in Review

Creative Planning reduced its Beacon Financial Corp (BBT) stake by 74% in Q2 2026, selling an estimated $623K and leaving 7,416 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

Creative Planning first reported a position in BBT in Q2 2013 and has held it in 22 quarters since. The position peaked at $847K in Q1 2026. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Creative Planning held 7,416 shares of Beacon Financial Corp worth $226K as of Q2 2026.
Creative Planning sold 20,808 Beacon Financial Corp shares in Q2 2026, an estimated $623K.
Beacon Financial Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3790 holding.
Creative Planning first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 22 quarters since.
Creative Planning's Beacon Financial Corp position peaked at $847K in Q1 2026.
295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.