EP
BBT

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
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

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

Essential Partners's BBT Position: Q2 2026 in Review

Essential Partners reduced its Beacon Financial Corp (BBT) stake by 70% in Q2 2026, selling an estimated $19.8K and leaving 280 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Essential Partners first reported a position in BBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.6K in Q3 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Essential Partners held 280 shares of Beacon Financial Corp worth $8.53K as of Q2 2026.
  • Essential Partners sold 663 Beacon Financial Corp shares in Q2 2026, an estimated $19.8K.
  • Beacon Financial Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1296 holding.
  • Essential Partners first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Beacon Financial Corp position peaked at $36.6K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.