FFA
BBT icon

Farther Finance Advisors’s Beacon Financial Corp BBT Stock Holding History

Farther Finance 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
Q3 		$79.8K Sell
2,852
-222
-7% -$6.82K ﹤0.01% 3040
2026
Q2 		$93.6K Sell
3,074
-342
-10% -$10.2K ﹤0.01% 2748
2026
Q1 		$103K Buy
3,416
+25
+0.7% +$730 ﹤0.01% 2488
2025
Q4 		$89.4K Buy
3,391
+158
+5% +$4K ﹤0.01% 2415
2025
Q3 		$76.7K Buy
3,233
+2,223
+220% +$57K ﹤0.01% 2197
2025
Q2 		$25.3K Sell
1,010
-10
-1% -$249 ﹤0.01% 2537
2025
Q1 		$26.6K Sell
1,020
-3
-0.3% -$84 ﹤0.01% 2233
2024
Q4 		$29.1K Hold
1,023
– – ﹤0.01% 1916
2024
Q3 		$27.5K Buy
1,023
+3
+0.3% +$78 ﹤0.01% 1939
2024
Q2 		$23.2K Hold
1,020
– – ﹤0.01% 1734
2024
Q1 		$22.7K Buy
1,020
+5
+0.5% +$114 ﹤0.01% 1447
2023
Q4 		$25.2K Buy
+1,015
New +$21.9K ﹤0.01% 1266

Other funds holding BBT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's BBT Position: Q3 2026 in Review

Farther Finance Advisors reduced its Beacon Financial Corp (BBT) stake by 7.2% in Q3 2026, selling an estimated $6.82K and leaving 2,852 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Farther Finance Advisors first reported a position in BBT in Q4 2023 and has held it in 12 quarters since. The position peaked at $103K in Q1 2026. 13 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Farther Finance Advisors held 2,852 shares of Beacon Financial Corp worth $79.8K as of Q3 2026.
  • Farther Finance Advisors sold 222 Beacon Financial Corp shares in Q3 2026, an estimated $6.82K.
  • Beacon Financial Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3040 holding.
  • Farther Finance Advisors first reported a position in Beacon Financial Corp in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Beacon Financial Corp position peaked at $103K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.