CGH
BBT

Crossmark Global Holdings’s Beacon Financial Corp BBT Stock Holding History

Crossmark Global Holdings’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 		$209K Hold
6,860
– – ﹤0.01% 1218
2026
Q1 		$206K Buy
+6,860
New +$200K ﹤0.01% 1191
2018
Q4 		– Sell
-5,206
Closed -$212K – 1406
2018
Q3 		$212K Buy
5,206
+200
+4% +$8.31K 0.01% 1516
2018
Q2 		$203K Buy
+5,006
New +$198K 0.01% 1532

Other funds holding BBT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings's BBT Position: Q2 2026 in Review

Crossmark Global Holdings held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 6,860 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Crossmark Global Holdings first reported a position in BBT in Q2 2018 and has held it in 4 quarters since. The position peaked at $212K in Q3 2018. 34 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Crossmark Global Holdings held 6,860 shares of Beacon Financial Corp worth $209K as of Q2 2026.
  • Crossmark Global Holdings left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1218 holding.
  • Crossmark Global Holdings first reported a position in Beacon Financial Corp in Q2 2018 and has held it in 4 quarters since.
  • Crossmark Global Holdings's Beacon Financial Corp position peaked at $212K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.