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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$210K Buy
2023
Q1
Sell
2022
Q4
$328 Sell
2022
Q3
$400K Hold
2022
Q2
$363K Hold
2022
Q1
$424K Hold
2021
Q4
$416K Hold
2021
Q3
$395K Hold
2021
Q2
$402K Hold
2021
Q1
$327K Hold
2020
Q4
$251K Hold
2020
Q3
$148K Buy