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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's BBT Position: Q1 2026 in Review

Creative Planning increased its Beacon Financial Corp (BBT) stake by 174% in Q1 2026, buying an estimated $523K and bringing the position to 28,224 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Creative Planning first reported a position in BBT in Q2 2013 and has held it in 21 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Creative Planning held 28,224 shares of Beacon Financial Corp worth $847K as of Q1 2026.
Creative Planning bought 17,924 Beacon Financial Corp shares in Q1 2026, an estimated $523K.
Beacon Financial Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2590 holding.
Creative Planning first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 21 quarters since.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.