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
Q2 		$6.1M Buy
200,243
+30,123
+18% +$902K 0.09% 218
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi RMB Capital's BBT Position: Q2 2026 in Review

Curi RMB Capital increased its Beacon Financial Corp (BBT) stake by 18% in Q2 2026, buying an estimated $902K and bringing the position to 200,243 shares worth $6.1M. The position accounts for 0.09% of the portfolio, ranked #218.

Curi RMB Capital first reported a position in BBT in Q2 2017 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Curi RMB Capital held 200,243 shares of Beacon Financial Corp worth $6.1M as of Q2 2026.
  • Curi RMB Capital bought 30,123 Beacon Financial Corp shares in Q2 2026, an estimated $902K.
  • Beacon Financial Corp made up 0.09% of Curi RMB Capital's portfolio in Q2 2026, its #218 holding.
  • Curi RMB Capital first reported a position in Beacon Financial Corp in Q2 2017 and has held it in 7 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.