EST
BBT

EA Series Trust’s Beacon Financial Corp BBT Stock Holding History

EA Series Trust’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
2023
Q2 		$1.95M Buy
+93,930
New +$2.03M 0.07% 402

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EA Series Trust's BBT Position: Q2 2023 in Review

EA Series Trust opened a new position in Beacon Financial Corp (BBT) in Q2 2023: 93,930 shares worth $1.95M. The stake represents 0.07% of the portfolio and ranks #402 among its holdings.

171 funds tracked by Wall St. Rank hold BBT as of Q2 2023.

  • EA Series Trust held 93,930 shares of Beacon Financial Corp worth $1.95M as of Q2 2023.
  • Beacon Financial Corp was a new EA Series Trust position in Q2 2023.
  • Beacon Financial Corp made up 0.07% of EA Series Trust's portfolio in Q2 2023, its #402 holding.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.