EverSource Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

EverSource Wealth Advisors’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	$36.5K	Sell	1,218 -63	-5%	-$1.84K	﹤0.01%	2117
2025 Q4	$33.8K	Sell	1,281 -1,842	-59%	-$46.7K	﹤0.01%	2021
2025 Q3	$74K	Buy	3,123 +1,285	+70%	+$33K	﹤0.01%	1430
2025 Q2	$46K	Buy	1,838 +1,794	+4,077%	+$44.6K	﹤0.01%	1676
2025 Q1	$1.15K	Sell	44 -39	-47%	-$1.09K	﹤0.01%	3178
2024 Q4	$2.36K	Buy	83 +41	+98%	+$1.18K	﹤0.01%	2651
2024 Q3	$1.13K	Hold	42	–	–	﹤0.01%	2700
2024 Q2	$1.16K	Hold	42	–	–	﹤0.01%	2705
2024 Q1	$895	Hold	42	–	–	﹤0.01%	2616
2023 Q4	$1.04K	Hold	42	–	–	﹤0.01%	2390
2023 Q3	$842	Sell	42 -47	-53%	-$1.01K	﹤0.01%	2289
2023 Q2	$1.84K	Buy	+89	New	+$1.92K	﹤0.01%	2046
2023 Q1	–	Sell	-246	Closed	-$7.37K	–	2391
2022 Q4	$7.37K	Hold	246	–	–	﹤0.01%	1455
2022 Q3	$7K	Hold	246	–	–	﹤0.01%	1225
2022 Q2	$6K	Hold	246	–	–	﹤0.01%	1182
2022 Q1	$7K	Hold	246	–	–	﹤0.01%	1123
2021 Q4	$7K	Buy	+246	New	+$6.82K	﹤0.01%	1088

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

EverSource Wealth Advisors's BBT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Beacon Financial Corp (BBT) stake by 4.9% in Q1 2026, selling an estimated $1.84K and leaving 1,218 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

EverSource Wealth Advisors first reported a position in BBT in Q4 2021 and has held it in 17 quarters since. The position peaked at $74K in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

EverSource Wealth Advisors held 1,218 shares of Beacon Financial Corp worth $36.5K as of Q1 2026.
EverSource Wealth Advisors sold 63 Beacon Financial Corp shares in Q1 2026, an estimated $1.84K.
Beacon Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2117 holding.
EverSource Wealth Advisors first reported a position in Beacon Financial Corp in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's Beacon Financial Corp position peaked at $74K in Q3 2025.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.