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Essential Partners’s Beacon Financial Corp BBT Stock Holding History

Essential Partners’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
Q3 		$7.78K Sell
278
-2
-0.7% -$61 ﹤0.01% 1312
2026
Q2 		$8.53K Sell
280
-663
-70% -$19.8K ﹤0.01% 1296
2026
Q1 		$28.3K Buy
943
+11
+1% +$321 0.01% 795
2025
Q4 		$24.6K Sell
932
-612
-40% -$15.5K 0.01% 832
2025
Q3 		$36.6K Buy
1,544
+878
+132% +$22.5K 0.01% 693
2025
Q2 		$16.7K Buy
+666
New +$16.6K 0.01% 722

Other funds holding BBT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Essential Partners's BBT Position: Q3 2026 in Review

Essential Partners reduced its Beacon Financial Corp (BBT) stake by 0.71% in Q3 2026, selling an estimated $61 and leaving 278 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Essential Partners first reported a position in BBT in Q2 2025 and has held it in 6 quarters since. The position peaked at $36.6K in Q3 2025. 16 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Essential Partners held 278 shares of Beacon Financial Corp worth $7.78K as of Q3 2026.
  • Essential Partners sold 2 Beacon Financial Corp shares in Q3 2026, an estimated $61.
  • Beacon Financial Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1312 holding.
  • Essential Partners first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Beacon Financial Corp position peaked at $36.6K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.