DCM
BBT

DGS Capital Management’s Beacon Financial Corp BBT Stock Holding History

DGS Capital Management’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 		$500K Sell
16,663
-425
-2% -$12.4K 0.08% 234
2025
Q4 		$451K Buy
+17,088
New +$433K 0.08% 223

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

DGS Capital Management's BBT Position: Q1 2026 in Review

DGS Capital Management reduced its Beacon Financial Corp (BBT) stake by 2.5% in Q1 2026, selling an estimated $12.4K and leaving 16,663 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #234.

DGS Capital Management first reported a position in BBT in Q4 2025 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • DGS Capital Management held 16,663 shares of Beacon Financial Corp worth $500K as of Q1 2026.
  • DGS Capital Management sold 425 Beacon Financial Corp shares in Q1 2026, an estimated $12.4K.
  • Beacon Financial Corp made up 0.08% of DGS Capital Management's portfolio in Q1 2026, its #234 holding.
  • DGS Capital Management first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.