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
Q2 		$11.5M Buy
377,912
+46,846
+14% +$1.4M 0.06% 366
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 $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 $3.37T AUM 44.26% 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

Empowered Funds's BBT Position: Q2 2026 in Review

Empowered Funds increased its Beacon Financial Corp (BBT) stake by 14% in Q2 2026, buying an estimated $1.4M and bringing the position to 377,912 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #366.

Empowered Funds first reported a position in BBT in Q2 2023 and has held it in 12 quarters since. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Empowered Funds held 377,912 shares of Beacon Financial Corp worth $11.5M as of Q2 2026.
  • Empowered Funds bought 46,846 Beacon Financial Corp shares in Q2 2026, an estimated $1.4M.
  • Beacon Financial Corp made up 0.06% of Empowered Funds's portfolio in Q2 2026, its #366 holding.
  • Empowered Funds first reported a position in Beacon Financial Corp in Q2 2023 and has held it in 12 quarters since.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.