FFA
BBT

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
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

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Farther Finance Advisors's BBT Position: Q2 2026 in Review

Farther Finance Advisors reduced its Beacon Financial Corp (BBT) stake by 10% in Q2 2026, selling an estimated $10.2K and leaving 3,074 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Farther Finance Advisors first reported a position in BBT in Q4 2023 and has held it in 11 quarters since. The position peaked at $103K in Q1 2026. 35 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Farther Finance Advisors held 3,074 shares of Beacon Financial Corp worth $93.6K as of Q2 2026.
  • Farther Finance Advisors sold 342 Beacon Financial Corp shares in Q2 2026, an estimated $10.2K.
  • Beacon Financial Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2748 holding.
  • Farther Finance Advisors first reported a position in Beacon Financial Corp in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Beacon Financial Corp position peaked at $103K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.