Curated Wealth Partners’s Beacon Financial Corp BBT Stock Holding History

Curated Wealth Partners’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	$16.5K	Buy	+15,000	New	+$449K	﹤0.01%	793

Other funds holding BBT

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Curated Wealth Partners's BBT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 15,000 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

51 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Curated Wealth Partners held 15,000 shares of Beacon Financial Corp worth $16.5K as of Q2 2026.
Beacon Financial Corp was a new Curated Wealth Partners position in Q2 2026.
Beacon Financial Corp made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #793 holding.
51 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.