EGM
BBT

Engineers Gate Manager’s Beacon Financial Corp BBT Stock Holding History

Engineers Gate Manager’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 		– Sell
-20,119
Closed -$531K – 2186
2025
Q4 		$531K Buy
20,119
+2,342
+13% +$59.3K 0.01% 1330
2025
Q3 		$421K Sell
17,777
-49,173
-73% -$1.26M ﹤0.01% 1588
2025
Q2 		$1.68M Buy
66,950
+14,868
+29% +$370K 0.02% 831
2025
Q1 		$1.36M Buy
52,082
+5,999
+13% +$168K 0.02% 897
2024
Q4 		$1.31M Buy
46,083
+34,953
+314% +$1.01M 0.02% 843
2024
Q3 		$300K Buy
+11,130
New +$291K 0.01% 1622
2022
Q3 		– Sell
-13,128
Closed -$325K – 1631
2022
Q2 		$325K Buy
+13,128
New +$340K 0.01% 1366
2021
Q4 		– Sell
-9,670
Closed -$261K – 2015
2021
Q3 		$261K Buy
+9,670
New +$256K 0.01% 1279
2020
Q4 		– Sell
-16,600
Closed -$168K – 1696
2020
Q3 		$168K Sell
16,600
-1,556
-9% -$15.3K 0.01% 1466
2020
Q2 		$200K Sell
18,156
-25,391
-58% -$326K 0.01% 1446
2020
Q1 		$647K Buy
+43,547
New +$1.1M 0.05% 638

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 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

Engineers Gate Manager's BBT Position: Q1 2026 in Review

Engineers Gate Manager sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 20,119 shares — an estimated $531K sold.

Engineers Gate Manager first reported a position in BBT in Q1 2020 and held it in 11 quarters. The position peaked at $1.68M in Q2 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Engineers Gate Manager reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 20,119 Beacon Financial Corp shares in Q1 2026, an estimated $531K.
  • Engineers Gate Manager first reported a position in Beacon Financial Corp in Q1 2020 and held it in 11 quarters.
  • Engineers Gate Manager's Beacon Financial Corp position peaked at $1.68M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.