Everence Capital Management’s Beacon Financial Corp BBT Stock Holding History

Everence Capital Management’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	$210K	Buy	+7,000	New	+$204K	0.01%	735
2023 Q1	–	Sell	-10,970	Closed	-$328	–	745
2022 Q4	$328	Sell	10,970 -3,680	-25%	-$108K	0.03%	508
2022 Q3	$400K	Hold	14,650	–	–	0.04%	417
2022 Q2	$363K	Hold	14,650	–	–	0.03%	453
2022 Q1	$424K	Hold	14,650	–	–	0.03%	462
2021 Q4	$416K	Hold	14,650	–	–	0.03%	488
2021 Q3	$395K	Hold	14,650	–	–	0.03%	475
2021 Q2	$402K	Hold	14,650	–	–	0.03%	465
2021 Q1	$327K	Hold	14,650	–	–	0.03%	522
2020 Q4	$251K	Hold	14,650	–	–	0.02%	570
2020 Q3	$148K	Buy	+14,650	New	+$144K	0.02%	631

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Everence Capital Management's BBT Position: Q1 2026 in Review

Everence Capital Management opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 7,000 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in BBT as recently as Q4 2022.

Everence Capital Management first reported a position in BBT in Q3 2020 and has held it in 11 quarters since. The position peaked at $424K in Q1 2022. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Everence Capital Management held 7,000 shares of Beacon Financial Corp worth $210K as of Q1 2026.
Beacon Financial Corp was a new Everence Capital Management position in Q1 2026.
Beacon Financial Corp made up 0.01% of Everence Capital Management's portfolio in Q1 2026, its #735 holding.
Everence Capital Management first reported a position in Beacon Financial Corp in Q3 2020 and has held it in 11 quarters since.
Everence Capital Management's Beacon Financial Corp position peaked at $424K in Q1 2022.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.