Dimensional Fund Advisors
BBT

Dimensional Fund Advisors’s Beacon Financial Corp BBT Stock Holding History

Dimensional Fund Advisors’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 		$145M Sell
4,818,522
-56,989
-1% -$1.66M 0.03% 808
2025
Q4 		$129M Sell
4,875,511
-5,218
-0.1% -$132K 0.03% 877
2025
Q3 		$116M Buy
4,880,729
+2,196,813
+82% +$56.3M 0.02% 947
2025
Q2 		$67.2M Sell
2,683,916
-5,789
-0.2% -$144K 0.02% 1315
2025
Q1 		$70.2M Buy
2,689,705
+3,424
+0.1% +$95.6K 0.02% 1244
2024
Q4 		$76.4M Buy
2,686,281
+10,579
+0.4% +$305K 0.02% 1245
2024
Q3 		$72.1M Buy
2,675,702
+43,031
+2% +$1.12M 0.02% 1265
2024
Q2 		$60M Buy
2,632,671
+36,521
+1% +$802K 0.02% 1344
2024
Q1 		$59.5M Buy
2,596,150
+70,594
+3% +$1.62M 0.02% 1346
2023
Q4 		$62.7M Buy
2,525,556
+20,328
+0.8% +$438K 0.02% 1280
2023
Q3 		$50.2M Sell
2,505,228
-199,182
-7% -$4.27M 0.02% 1341
2023
Q2 		$56.1M Sell
2,704,410
-216,654
-7% -$4.68M 0.02% 1263
2023
Q1 		$73.2M Sell
2,921,064
-223,470
-7% -$6.38M 0.02% 1040
2022
Q4 		$94K Buy
3,144,534
+66,766
+2% +$1.96M 0.03% 817
2022
Q3 		$84M Buy
3,077,768
+98,412
+3% +$2.75M 0.03% 833
2022
Q2 		$73.8M Buy
2,979,356
+159,045
+6% +$4.12M 0.03% 963
2022
Q1 		$81.7M Buy
2,820,311
+45,304
+2% +$1.36M 0.03% 997
2021
Q4 		$78.9M Sell
2,775,007
-119,647
-4% -$3.31M 0.02% 1069
2021
Q3 		$78.1M Sell
2,894,654
-214,851
-7% -$5.68M 0.03% 1035
2021
Q2 		$85.2M Sell
3,109,505
-203,463
-6% -$5.16M 0.03% 990
2021
Q1 		$73.9M Sell
3,312,968
-52,572
-2% -$1.07M 0.02% 1092
2020
Q4 		$57.6M Sell
3,365,540
-273,065
-8% -$4.07M 0.02% 1256
2020
Q3 		$36.8M Sell
3,638,605
-193,129
-5% -$1.9M 0.02% 1447
2020
Q2 		$42.2M Sell
3,831,734
-250,146
-6% -$3.21M 0.02% 1353
2020
Q1 		$60.7M Sell
4,081,880
-48,233
-1% -$1.22M 0.03% 840
2019
Q4 		$136M Sell
4,130,113
-4,164
-0.1% -$131K 0.05% 498
2019
Q3 		$121M Buy
4,134,277
+33,299
+0.8% +$1.01M 0.05% 525
2019
Q2 		$129M Buy
4,100,978
+293,846
+8% +$8.77M 0.05% 487
2019
Q1 		$104M Buy
3,807,132
+5,236
+0.1% +$152K 0.04% 630
2018
Q4 		$103M Sell
3,801,896
-19,466
-0.5% -$654K 0.05% 524
2018
Q3 		$156M Buy
3,821,362
+153,198
+4% +$6.37M 0.06% 366
2018
Q2 		$149M Buy
3,668,164
+138,069
+4% +$5.46M 0.06% 385
2018
Q1 		$134M Buy
3,530,095
+136,750
+4% +$5.2M 0.06% 415
2017
Q4 		$124M Buy
3,393,345
+177,384
+6% +$6.76M 0.05% 478
2017
Q3 		$125M Buy
3,215,961
+192,322
+6% +$6.78M 0.05% 443
2017
Q2 		$106M Buy
3,023,639
+202,898
+7% +$7.3M 0.05% 504
2017
Q1 		$102M Buy
2,820,741
+179,787
+7% +$6.36M 0.05% 520
2016
Q4 		$97.3M Buy
2,640,954
+63,927
+2% +$2.06M 0.05% 515
2016
Q3 		$71.4M Buy
2,577,027
+88,829
+4% +$2.42M 0.04% 684
2016
Q2 		$67M Buy
2,488,198
+120,210
+5% +$3.23M 0.04% 672
2016
Q1 		$63.7M Buy
2,367,988
+106,648
+5% +$2.85M 0.04% 679
2015
Q4 		$65.8M Buy
2,261,340
+124,099
+6% +$3.6M 0.04% 613
2015
Q3 		$58.9M Buy
2,137,241
+49,296
+2% +$1.39M 0.04% 655
2015
Q2 		$59.5M Buy
2,087,945
+210,895
+11% +$5.89M 0.04% 702
2015
Q1 		$52M Buy
1,877,050
+75,714
+4% +$1.98M 0.03% 798
2014
Q4 		$48M Buy
1,801,336
+74,637
+4% +$1.87M 0.03% 796
2014
Q3 		$40.6M Sell
1,726,699
-961
-0.1% -$23.1K 0.03% 867
2014
Q2 		$40.1M Buy
1,727,660
+33,881
+2% +$799K 0.03% 914
2014
Q1 		$43.8M Buy
1,693,779
+12,660
+0.8% +$324K 0.03% 759
2013
Q4 		$45.8M Buy
1,681,119
+12,547
+0.8% +$326K 0.04% 678
2013
Q3 		$41.9M Buy
1,668,572
+41,324
+3% +$1.08M 0.04% 654
2013
Q2 		$45.2M Buy
+1,627,248
New +$43M 0.04% 550

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
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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Dimensional Fund Advisors's BBT Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Beacon Financial Corp (BBT) stake by 1.2% in Q1 2026, selling an estimated $1.66M and leaving 4,818,522 shares worth $145M. The position accounts for 0.03% of the portfolio, ranked #808.

Dimensional Fund Advisors first reported a position in BBT in Q2 2013 and has held it in 52 quarters since. The position peaked at $156M in Q3 2018. 292 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Dimensional Fund Advisors held 4,818,522 shares of Beacon Financial Corp worth $145M as of Q1 2026.
  • Dimensional Fund Advisors sold 56,989 Beacon Financial Corp shares in Q1 2026, an estimated $1.66M.
  • Beacon Financial Corp made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #808 holding.
  • Dimensional Fund Advisors first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Beacon Financial Corp position peaked at $156M in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.