CRC
BBT

Curi RMB Capital’s Beacon Financial Corp BBT Stock Holding History

Curi RMB Capital’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 		$5.1M Buy
170,120
+82,938
+95% +$2.42M 0.09% 210
2025
Q4 		$2.3M Buy
+87,182
New +$2.21M 0.04% 315
2018
Q2 		– Sell
-22,526
Closed -$855K – 901
2018
Q1 		$855K Sell
22,526
-14
-0.1% -$532 0.02% 533
2017
Q4 		$825K Buy
22,540
+14
+0.1% +$533 0.02% 511
2017
Q3 		$873K Sell
22,526
-4,200
-16% -$148K 0.02% 446
2017
Q2 		$939K Buy
+26,726
New +$962K 0.03% 456

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi RMB Capital's BBT Position: Q1 2026 in Review

Curi RMB Capital increased its Beacon Financial Corp (BBT) stake by 95% in Q1 2026, buying an estimated $2.42M and bringing the position to 170,120 shares worth $5.1M. The position accounts for 0.09% of the portfolio, ranked #210.

Curi RMB Capital first reported a position in BBT in Q2 2017 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Curi RMB Capital held 170,120 shares of Beacon Financial Corp worth $5.1M as of Q1 2026.
  • Curi RMB Capital bought 82,938 Beacon Financial Corp shares in Q1 2026, an estimated $2.42M.
  • Beacon Financial Corp made up 0.09% of Curi RMB Capital's portfolio in Q1 2026, its #210 holding.
  • Curi RMB Capital first reported a position in Beacon Financial Corp in Q2 2017 and has held it in 6 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.