Farmers & Merchants Investments Inc’s Beacon Financial Corp BBT Stock Holding History

Farmers & Merchants Investments Inc’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	$1.46K	Hold	48	–	–	﹤0.01%	1411
2026 Q1	$1.44K	Sell	48 -4	-8%	-$117	﹤0.01%	1350
2025 Q4	$1.37K	Sell	52 -5	-9%	-$127	﹤0.01%	1355
2025 Q3	$1.35K	Buy	57 +26	+84%	+$667	﹤0.01%	1385
2025 Q2	$776	Hold	31	–	–	﹤0.01%	1515
2025 Q1	$809	Hold	31	–	–	﹤0.01%	1507
2024 Q4	$881	Hold	31	–	–	﹤0.01%	1520
2024 Q3	$835	Hold	31	–	–	﹤0.01%	1548
2024 Q2	$707	Hold	31	–	–	﹤0.01%	1565
2024 Q1	$711	Hold	31	–	–	﹤0.01%	1540
2023 Q4	$770	Hold	31	–	–	﹤0.01%	1518
2023 Q3	$622	Hold	31	–	–	﹤0.01%	1534
2023 Q2	$643	Hold	31	–	–	﹤0.01%	1526
2023 Q1	$777	Hold	31	–	–	﹤0.01%	1468
2022 Q4	$927	Hold	31	–	–	﹤0.01%	1423
2022 Q3	$1K	Buy	+31	New	+$865	﹤0.01%	1177
2018 Q4	–	Sell	-228	Closed	-$9K	–	814
2018 Q3	$9K	Hold	228	–	–	﹤0.01%	552
2018 Q2	$9K	Hold	228	–	–	﹤0.01%	546
2018 Q1	$9K	Hold	228	–	–	﹤0.01%	535
2017 Q4	$8K	Buy	+228	New	+$8.68K	﹤0.01%	581

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Farmers & Merchants Investments Inc's BBT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 48 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Farmers & Merchants Investments Inc first reported a position in BBT in Q4 2017 and has held it in 20 quarters since. The position peaked at $9K in Q3 2018. 149 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Farmers & Merchants Investments Inc held 48 shares of Beacon Financial Corp worth $1.46K as of Q2 2026.
Farmers & Merchants Investments Inc left its Beacon Financial Corp share count unchanged in Q2 2026.
Beacon Financial Corp made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1411 holding.
Farmers & Merchants Investments Inc first reported a position in Beacon Financial Corp in Q4 2017 and has held it in 20 quarters since.
Farmers & Merchants Investments Inc's Beacon Financial Corp position peaked at $9K in Q3 2018.
149 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.