EF
BBT

Empowered Funds’s Beacon Financial Corp BBT Stock Holding History

Empowered Funds’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 		$9.93M Buy
+331,066
New +$9.66M 0.06% 390
2025
Q4 		– Sell
-289,919
Closed -$6.87M – 1101
2025
Q3 		$6.87M Buy
289,919
+135,074
+87% +$3.46M 0.07% 383
2025
Q2 		$3.88M Buy
154,845
+5,313
+4% +$132K 0.04% 523
2025
Q1 		$3.9M Buy
149,532
+4,700
+3% +$131K 0.06% 462
2024
Q4 		$4.12M Buy
144,832
+7,012
+5% +$202K 0.06% 437
2024
Q3 		$3.71M Buy
137,820
+6,968
+5% +$182K 0.06% 456
2024
Q2 		$2.98M Buy
130,852
+9,360
+8% +$205K 0.05% 481
2024
Q1 		$2.78M Buy
121,492
+9,100
+8% +$208K 0.05% 496
2023
Q4 		$2.79M Buy
112,392
+10,088
+10% +$217K 0.07% 402
2023
Q3 		$2.05M Buy
102,304
+8,374
+9% +$179K 0.06% 442
2023
Q2 		$1.95M Buy
+93,930
New +$2.03M 0.07% 402

Other funds holding BBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B 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